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 | $99,191 | $150,446-34.1% | $136,297-27.2% | $147,585-32.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.92% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $6,784 | $5,256+29.1% | $4,696+44.5% | $4,876+39.1% |
| Participant deferral / active EE | $3,926 | $6,631-40.8% | $6,247-37.2% | $5,439-27.8% |
| Admin fee / account holder | $583 | $10,906-94.7% | $9,244-93.7% | $10,886-94.6% |