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 | $86,437 | $76,519+13.0% | $56,025+54.3% | $145,897-40.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 3017.03%-3003.5pp | 1712.69%-1699.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,288 | $1,383-6.9% | $1,042+23.6% | $4,663-72.4% |
| Participant deferral / active EE | $6,124 | $2,624+133.3% | $1,955+213.3% | $6,689-8.5% |
| Admin fee / account holder | $1,169 | $3,331-64.9% | $2,828-58.7% | $13,390-91.3% |