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 | $110,072 | $100,895+9.1% | $90,430+21.7% | $158,950-30.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.95% | 1725.54%-1708.6pp | 1293.73%-1276.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $6,011 | $3,689+63.0% | $3,262+84.3% | $4,762+26.2% |
| Participant deferral / active EE | $2,423 | $4,347-44.3% | $3,963-38.9% | $5,983-59.5% |
| Admin fee / account holder | $1,110 | $6,505-82.9% | $5,613-80.2% | $11,248-90.1% |