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 | $90,435 | $72,446+24.8% | $67,561+33.9% | $145,877-38.0% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 17.12% | 7211.98%-7194.9pp | 3525.44%-3508.3pp | 551.28%-534.2pp |
| Employer contribution / active EE | $6,987 | $3,072+127.4% | $2,735+155.5% | $4,663+49.8% |
| Participant deferral / active EE | $5,027 | $4,785+5.1% | $4,003+25.6% | $6,691-24.9% |
| Admin fee / account holder | $570 | $5,541-89.7% | $4,006-85.8% | $13,402-95.7% |