Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,840 | $90,489+43.5% | $76,051+70.7% | $145,978-11.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.29% | 622.78%-613.5pp | 360.42%-351.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $3,802 | $3,319+14.5% | $2,690+41.4% | $4,662-18.4% |
| Participant deferral / active EE | $11,664 | $5,164+125.9% | $4,257+174.0% | $6,690+74.4% |
| Admin fee / account holder | $2,124 | $8,374-74.6% | $6,416-66.9% | $13,400-84.1% |