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 | $117,469 | $150,447-21.9% | $136,298-13.8% | $147,586-20.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.35% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,104 | $5,256+35.2% | $4,696+51.3% | $4,876+45.7% |
| Participant deferral / active EE | $6,872 | $6,631+3.6% | $6,247+10.0% | $5,439+26.3% |
| Admin fee / account holder | $1,178 | $10,906-89.2% | $9,244-87.3% | $10,886-89.2% |