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 | $91,178 | $57,352+59.0% | $83,830+8.8% | $64,173+42.1% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | 1800.55% | 11.38%+1789.2pp | 850.97%+949.6pp | 7.63%+1792.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,735 | $2,993+24.8% | $4,082-8.5% | $3,470+7.6% |
| Admin fee / account holder | $8,485 | $4,046+109.7% | $5,479+54.9% | $4,887+73.6% |