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 | $92,576 | $96,388-4.0% | $80,627+14.8% | $139,466-33.6% |
| Participation rate | 86.4% | 73.6%+12.7pp | 67.0%+19.4pp | 80.3%+6.0pp |
| Annual return | 18.32% | 1352.08%-1333.8pp | 936.76%-918.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,426 | $3,260-25.6% | $2,723-10.9% | $4,754-49.0% |
| Participant deferral / active EE | $9,656 | $5,224+84.8% | $4,443+117.3% | $6,712+43.9% |
| Admin fee / account holder | $5,181 | $6,603-21.5% | $5,381-3.7% | $11,409-54.6% |