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 | $168,704 | $88,710+90.2% | $81,783+106.3% | $145,959+15.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 15.88% | 1027.26%-1011.4pp | 775.05%-759.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,643 | $3,083+18.2% | $2,913+25.1% | $4,661-21.8% |
| Participant deferral / active EE | $6,264 | $4,645+34.8% | $4,320+45.0% | $6,689-6.4% |
| Admin fee / account holder | $8,967 | $8,407+6.7% | $7,380+21.5% | $13,398-33.1% |