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 | $87,208 | $150,446-42.0% | $136,297-36.0% | $147,585-40.9% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 16.56% | 1049.14%-1032.6pp | 5156.19%-5139.6pp | 578.58%-562.0pp |
| Employer contribution / active EE | $3,409 | $5,256-35.1% | $4,696-27.4% | $4,876-30.1% |
| Participant deferral / active EE | $6,227 | $6,631-6.1% | $6,247-0.3% | $5,439+14.5% |
| Admin fee / account holder | $13,035 | $10,906+19.5% | $9,244+41.0% | $10,886+19.7% |