Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $157,043 | $88,754+76.9% | $81,820+91.9% | $145,877+7.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.33% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $8,035 | $3,085+160.4% | $2,915+175.7% | $4,663+72.3% |
| Participant deferral / active EE | $3,802 | $4,648-18.2% | $4,323-12.0% | $6,691-43.2% |
| Admin fee / account holder | $5,551 | $8,424-34.1% | $7,391-24.9% | $13,402-58.6% |