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 | $123,200 | $169,361-27.3% | $129,397-4.8% | $145,877-15.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 27.59% | 14395.54%-14368.0pp | 9453.98%-9426.4pp | 551.28%-523.7pp |
| Employer contribution / active EE | $7,141 | $5,542+28.9% | $4,154+71.9% | $4,663+53.1% |
| Participant deferral / active EE | $3,309 | $4,987-33.7% | $4,167-20.6% | $6,691-50.5% |
| Admin fee / account holder | $4,115 | $9,903-58.4% | $7,679-46.4% | $13,402-69.3% |