Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,506 | $104,924+45.3% | $84,623+80.2% | $152,885-0.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.46% | 373.82%-358.4pp | 258.77%-243.3pp | 345.39%-329.9pp |
| Employer contribution / active EE | $7,526 | $3,302+127.9% | $2,652+183.7% | $4,763+58.0% |
| Participant deferral / active EE | $5,105 | $4,689+8.9% | $3,899+30.9% | $5,851-12.8% |
| Admin fee / account holder | $9,284 | $6,242+48.7% | $4,913+89.0% | $11,598-19.9% |