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 | $104,346 | $88,778+17.5% | $81,844+27.5% | $145,884-28.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.59% | 1033.03%-1020.4pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $7,828 | $3,087+153.6% | $2,916+168.4% | $4,662+67.9% |
| Participant deferral / active EE | $5,789 | $4,648+24.5% | $4,323+33.9% | $6,690-13.5% |
| Admin fee / account holder | $9,485 | $8,430+12.5% | $7,355+29.0% | $13,392-29.2% |