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 | $88,357 | $99,011-10.8% | $86,582+2.1% | $147,586-40.1% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 19.60% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,926 | $3,132-6.6% | $2,839+3.0% | $4,876-40.0% |
| Participant deferral / active EE | $3,592 | $3,972-9.6% | $3,609-0.5% | $5,439-34.0% |
| Admin fee / account holder | $10,585 | $5,709+85.4% | $4,904+115.8% | $10,886-2.8% |