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 | $106,350 | $99,011+7.4% | $86,582+22.8% | $147,586-27.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.47% | 1312.75%-1298.3pp | 965.08%-950.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,119 | $3,132-32.3% | $2,839-25.4% | $4,876-56.5% |
| Participant deferral / active EE | $4,757 | $3,972+19.8% | $3,609+31.8% | $5,439-12.5% |
| Admin fee / account holder | $871 | $5,709-84.7% | $4,904-82.2% | $10,886-92.0% |