Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,032 | $125,237-22.5% | $105,608-8.1% | $145,877-33.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.93% | 225.76%-216.8pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $17,023 | $3,720+357.6% | $3,167+437.5% | $4,663+265.1% |
| Participant deferral / active EE | $12,428 | $5,711+117.6% | $5,010+148.1% | $6,691+85.8% |
| Admin fee / account holder | $840 | $17,287-95.1% | $11,028-92.4% | $13,402-93.7% |