Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $110,664 | $88,815+24.6% | $81,882+35.2% | $145,897-24.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.36% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,069 | $3,086+161.4% | $2,916+176.7% | $4,663+73.1% |
| Participant deferral / active EE | $8,069 | $4,647+73.6% | $4,323+86.7% | $6,689+20.6% |
| Admin fee / account holder | $2,571 | $8,434-69.5% | $7,360-65.1% | $13,390-80.8% |