Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $134,056 | $160,028-16.2% | $147,080-8.9% | $145,884-8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.04% | 98.60%-77.6pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $15,000 | $5,286+183.8% | $4,933+204.1% | $4,662+221.7% |
| Participant deferral / active EE | $22,500 | $8,422+167.2% | $8,066+178.9% | $6,690+236.3% |
| Admin fee / account holder | $576 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |