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 | $85,671 | $121,656-29.6% | $104,614-18.1% | $158,950-46.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.81% | 465.51%-433.7pp | 340.56%-308.8pp | 302.91%-271.1pp |
| Employer contribution / active EE | $1,420 | $3,164-55.1% | $2,681-47.0% | $4,762-70.2% |
| Participant deferral / active EE | $3,323 | $4,177-20.4% | $3,739-11.1% | $5,983-44.5% |
| Admin fee / account holder | $9,933 | $7,775+27.8% | $6,464+53.7% | $11,248-11.7% |