Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,865 | $160,070-49.5% | $147,117-45.0% | $145,897-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $13,073 | $5,285+147.4% | $4,932+165.0% | $4,663+180.4% |
| Participant deferral / active EE | $10,402 | $8,419+23.6% | $8,065+29.0% | $6,689+55.5% |
| Admin fee / account holder | $310 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |