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 | $76,971 | $176,120-56.3% | $159,487-51.7% | $167,553-54.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.90% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $4,351 | $5,299-17.9% | $4,831-9.9% | $4,840-10.1% |
| Participant deferral / active EE | $6,619 | $7,752-14.6% | $7,354-10.0% | $6,343+4.4% |
| Admin fee / account holder | $8,462 | $12,561-32.6% | $10,804-21.7% | $12,316-31.3% |