Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,117 | $109,872+13.0% | $98,483+26.0% | $167,536-25.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.54% | 1959.31%-1948.8pp | 1494.38%-1483.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,310 | $3,225-28.4% | $2,961-22.0% | $4,839-52.3% |
| Participant deferral / active EE | $8,374 | $4,673+79.2% | $4,276+95.8% | $6,342+32.0% |
| Admin fee / account holder | $13,574 | $6,757+100.9% | $5,953+128.0% | $12,315+10.2% |