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 | $78,631 | $150,447-47.7% | $136,298-42.3% | $147,586-46.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 16.10% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $3,263 | $5,256-37.9% | $4,696-30.5% | $4,876-33.1% |
| Participant deferral / active EE | $2,300 | $6,631-65.3% | $6,247-63.2% | $5,439-57.7% |
| Admin fee / account holder | $7,022 | $10,906-35.6% | $9,244-24.0% | $10,886-35.5% |