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 | $69,638 | $96,388-27.8% | $80,627-13.6% | $139,466-50.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.86% | 1352.08%-1332.2pp | 936.76%-916.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,641 | $3,260-19.0% | $2,723-3.0% | $4,754-44.4% |
| Participant deferral / active EE | $6,347 | $5,224+21.5% | $4,443+42.9% | $6,712-5.4% |
| Admin fee / account holder | $1,885 | $6,603-71.5% | $5,381-65.0% | $11,409-83.5% |