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 | $140,765 | $99,668+41.2% | $86,451+62.8% | $134,545+4.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.07% | 6789.61%-6782.5pp | 4398.51%-4391.4pp | 418.37%-411.3pp |
| Employer contribution / active EE | $3,384 | $4,403-23.1% | $3,770-10.2% | $4,742-28.6% |
| Participant deferral / active EE | $2,356 | $7,249-67.5% | $6,953-66.1% | $6,401-63.2% |
| Admin fee / account holder | $1,414 | $8,377-83.1% | $6,734-79.0% | $11,431-87.6% |