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 | $128,981 | $177,353-27.3% | $158,226-18.5% | $198,609-35.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 13.18% | 599.50%-586.3pp | 501.41%-488.2pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,919 | $3,239-40.7% | $2,986-35.7% | $5,055-62.0% |
| Participant deferral / active EE | $1,919 | $4,615-58.4% | $4,317-55.5% | $6,977-72.5% |
| Admin fee / account holder | $4,560 | $10,960-58.4% | $10,217-55.4% | $19,030-76.0% |