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 | $76,384 | $56,197+35.9% | $67,652+12.9% | $59,633+28.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 18.21% | 18508.10%-18489.9pp | 6625.40%-6607.2pp | 2041.45%-2023.2pp |
| Employer contribution / active EE | $8,750 | $1,615+441.9% | $2,266+286.2% | $2,203+297.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,638 | $3,958-8.1% | $4,821-24.5% | $4,297-15.3% |