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 | $119,381 | $150,447-20.6% | $136,298-12.4% | $147,586-19.1% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 12.75% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,500 | $5,256-14.4% | $4,696-4.2% | $4,876-7.7% |
| Participant deferral / active EE | $8,831 | $6,631+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $2,837 | $10,906-74.0% | $9,244-69.3% | $10,886-73.9% |