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 | $79,015 | $185,225-57.3% | $142,898-44.7% | $167,536-52.8% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 58.03% | 8558.12%-8500.1pp | 5639.64%-5581.6pp | 478.82%-420.8pp |
| Employer contribution / active EE | $4,617 | $5,607-17.7% | $4,146+11.4% | $4,839-4.6% |
| Participant deferral / active EE | $5,670 | $4,496+26.1% | $3,838+47.7% | $6,342-10.6% |
| Admin fee / account holder | $5,470 | $8,032-31.9% | $6,560-16.6% | $12,315-55.6% |