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 | $133,720 | $72,396+84.7% | $67,511+98.1% | $145,959-8.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.76% | 7194.07%-7180.3pp | 3517.41%-3503.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $4,670 | $3,071+52.1% | $2,733+70.9% | $4,661+0.2% |
| Participant deferral / active EE | $7,450 | $4,781+55.8% | $4,000+86.2% | $6,689+11.4% |
| Admin fee / account holder | $4,281 | $5,538-22.7% | $3,999+7.0% | $13,398-68.1% |