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 | $154,409 | $150,446+2.6% | $136,297+13.3% | $147,585+4.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 19.97% | 1049.14%-1029.2pp | 5156.19%-5136.2pp | 578.58%-558.6pp |
| Employer contribution / active EE | $2,986 | $5,256-43.2% | $4,696-36.4% | $4,876-38.8% |
| Participant deferral / active EE | $4,680 | $6,631-29.4% | $6,247-25.1% | $5,439-13.9% |
| Admin fee / account holder | $3,224 | $10,906-70.4% | $9,244-65.1% | $10,886-70.4% |