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 | $153,410 | $88,815+72.7% | $81,882+87.4% | $145,897+5.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 12.82% | 1033.75%-1020.9pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,941 | $3,086-37.1% | $2,916-33.4% | $4,663-58.4% |
| Participant deferral / active EE | $6,523 | $4,647+40.4% | $4,323+50.9% | $6,689-2.5% |
| Admin fee / account holder | $1,291 | $8,434-84.7% | $7,360-82.5% | $13,390-90.4% |