Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,281 | $180,749-51.7% | $160,784-45.7% | $137,256-36.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.55% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,135 | $4,155+23.6% | $3,733+37.6% | $4,156+23.6% |
| Participant deferral / active EE | $12,512 | $6,844+82.8% | $6,293+98.8% | $6,407+95.3% |
| Admin fee / account holder | $1,880 | $10,397-81.9% | $9,717-80.6% | $12,270-84.7% |