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 | $92,338 | $88,778+4.0% | $81,844+12.8% | $145,884-36.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 17.84% | 1033.03%-1015.2pp | 778.87%-761.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,647 | $3,087-46.6% | $2,916-43.5% | $4,662-64.7% |
| Participant deferral / active EE | $5,832 | $4,648+25.5% | $4,323+34.9% | $6,690-12.8% |
| Admin fee / account holder | $9,054 | $8,430+7.4% | $7,355+23.1% | $13,392-32.4% |