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 | $102,078 | $72,465+40.9% | $67,575+51.1% | $145,884-30.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 7222.56%-7198.6pp | 3528.98%-3505.0pp | 551.85%-527.9pp |
| Employer contribution / active EE | $3,415 | $3,074+11.1% | $2,736+24.8% | $4,662-26.8% |
| Participant deferral / active EE | $9,456 | $4,786+97.6% | $4,003+136.2% | $6,690+41.4% |
| Admin fee / account holder | $695 | $5,515-87.4% | $3,993-82.6% | $13,392-94.8% |