Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $103,315 | $88,778+16.4% | $81,844+26.2% | $145,884-29.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.54% | 1033.03%-1017.5pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $9,198 | $3,087+198.0% | $2,916+215.4% | $4,662+97.3% |
| Participant deferral / active EE | $14,586 | $4,648+213.8% | $4,323+237.4% | $6,690+118.0% |
| Admin fee / account holder | $476 | $8,430-94.3% | $7,355-93.5% | $13,392-96.4% |