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 | $69,861 | $90,614-22.9% | $76,089-8.2% | $145,877-52.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.27% | 623.80%-610.5pp | 360.94%-347.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,142 | $3,324-35.6% | $2,690-20.4% | $4,663-54.1% |
| Participant deferral / active EE | $5,891 | $5,168+14.0% | $4,259+38.3% | $6,691-12.0% |
| Admin fee / account holder | $760 | $8,376-90.9% | $6,418-88.2% | $13,402-94.3% |