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 | $96,370 | $88,754+8.6% | $81,820+17.8% | $145,877-33.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.89% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,505 | $3,085+13.6% | $2,915+20.2% | $4,663-24.8% |
| Participant deferral / active EE | $14,970 | $4,648+222.1% | $4,323+246.3% | $6,691+123.7% |
| Admin fee / account holder | $567 | $8,424-93.3% | $7,391-92.3% | $13,402-95.8% |