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 | $156,155 | $99,031+57.7% | $86,597+80.3% | $147,585+5.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.89% | 1312.56%-1298.7pp | 964.96%-951.1pp | 578.57%-564.7pp |
| Employer contribution / active EE | $9,910 | $3,132+216.4% | $2,840+249.0% | $4,876+103.2% |
| Participant deferral / active EE | $3,679 | $3,972-7.4% | $3,609+1.9% | $5,439-32.4% |
| Admin fee / account holder | $3,452 | $5,711-39.6% | $4,906-29.6% | $10,885-68.3% |