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 | $116,957 | $88,754+31.8% | $81,820+42.9% | $145,877-19.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.81% | 1031.77%-1018.0pp | 777.93%-764.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,919 | $3,085+156.6% | $2,915+171.6% | $4,663+69.8% |
| Participant deferral / active EE | $8,863 | $4,648+90.7% | $4,323+105.0% | $6,691+32.5% |
| Admin fee / account holder | $11,917 | $8,424+41.5% | $7,391+61.2% | $13,402-11.1% |