Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,088 | $114,093-40.3% | $96,171-29.2% | $167,536-59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.06% | 190.00%-179.9pp | 192.04%-182.0pp | 478.82%-468.8pp |
| Employer contribution / active EE | $5,343 | $3,429+55.8% | $2,799+90.9% | $4,839+10.4% |
| Participant deferral / active EE | $4,029 | $5,197-22.5% | $4,350-7.4% | $6,342-36.5% |
| Admin fee / account holder | $1,141 | $6,899-83.5% | $5,538-79.4% | $12,315-90.7% |