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 | $76,353 | $88,778-14.0% | $81,844-6.7% | $145,884-47.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.04% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,319 | $3,087-57.3% | $2,916-54.8% | $4,662-71.7% |
| Participant deferral / active EE | $11,607 | $4,648+149.7% | $4,323+168.5% | $6,690+73.5% |
| Admin fee / account holder | $8,767 | $8,430+4.0% | $7,355+19.2% | $13,392-34.5% |