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 | $137,632 | $202,342-32.0% | $172,752-20.3% | $152,897-10.0% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 16.81% | 1029.83%-1013.0pp | 802.97%-786.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $7,816 | $5,858+33.4% | $5,144+51.9% | $4,764+64.1% |
| Participant deferral / active EE | $6,078 | $5,948+2.2% | $5,198+16.9% | $5,851+3.9% |
| Admin fee / account holder | $7,985 | $17,111-53.3% | $13,955-42.8% | $11,599-31.2% |