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 | $65,165 | $176,688-63.1% | $130,660-50.1% | $152,909-57.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.18% | 2693.08%-2678.9pp | 1709.29%-1695.1pp | 345.46%-331.3pp |
| Employer contribution / active EE | $9,959 | $5,743+73.4% | $4,092+143.4% | $4,764+109.0% |
| Participant deferral / active EE | $9,500 | $4,362+117.8% | $3,603+163.7% | $5,851+62.4% |
| Admin fee / account holder | $21,758 | $7,131+205.1% | $5,463+298.3% | $11,601+87.6% |