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 | $109,320 | $156,927-30.3% | $121,169-9.8% | $139,456-21.6% |
| Participation rate | 87.0% | 76.4%+10.5pp | 69.5%+17.4pp | 80.3%+6.6pp |
| Annual return | 17.18% | 1475.85%-1458.7pp | 986.71%-969.5pp | 373.45%-356.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,115 | $4,848+67.4% | $4,083+98.8% | $6,711+20.9% |
| Admin fee / account holder | $3,930 | $6,946-43.4% | $5,645-30.4% | $11,407-65.6% |