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 | $74,148 | $102,663-27.8% | $86,216-14.0% | $139,466-46.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1924.52%-1911.3pp | 1169.42%-1156.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $2,924 | $3,035-3.6% | $2,382+22.8% | $4,754-38.5% |
| Participant deferral / active EE | $2,516 | $4,677-46.2% | $3,986-36.9% | $6,712-62.5% |
| Admin fee / account holder | $1,815 | $8,663-79.0% | $6,853-73.5% | $11,409-84.1% |