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 | $41,302 | $150,447-72.5% | $136,298-69.7% | $147,586-72.0% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.09% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $5,033 | $5,256-4.3% | $4,696+7.2% | $4,876+3.2% |
| Participant deferral / active EE | $9,968 | $6,631+50.3% | $6,247+59.6% | $5,439+83.3% |
| Admin fee / account holder | $12,135 | $10,906+11.3% | $9,244+31.3% | $10,886+11.5% |