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 | $44,069 | $90,617-51.4% | $79,476-44.6% | $135,382-67.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.90% | 977.57%-968.7pp | 718.21%-709.3pp | 519.77%-510.9pp |
| Employer contribution / active EE | $4,139 | $3,068+34.9% | $2,800+47.8% | $4,779-13.4% |
| Participant deferral / active EE | $5,251 | $4,050+29.6% | $3,704+41.8% | $5,609-6.4% |
| Admin fee / account holder | $5,947 | $5,907+0.7% | $5,113+16.3% | $10,829-45.1% |