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 | $132,752 | $82,630+60.7% | $64,105+107.1% | $125,389+5.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.47% | 1489.72%-1486.3pp | 791.24%-787.8pp | 282.24%-278.8pp |
| Employer contribution / active EE | $5,288 | $2,671+98.0% | $1,820+190.6% | $4,866+8.7% |
| Participant deferral / active EE | $4,550 | $3,608+26.1% | $2,822+61.3% | $5,352-15.0% |
| Admin fee / account holder | $6,606 | $6,382+3.5% | $4,499+46.8% | $9,541-30.8% |