Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,717 | $169,237-54.7% | $129,339-40.7% | $145,978-47.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.30% | 14364.43%-14344.1pp | 9437.05%-9416.7pp | 550.52%-530.2pp |
| Employer contribution / active EE | $14,976 | $5,540+170.3% | $4,154+260.5% | $4,662+221.3% |
| Participant deferral / active EE | $11,770 | $4,991+135.8% | $4,170+182.3% | $6,690+75.9% |
| Admin fee / account holder | $3,861 | $9,882-60.9% | $7,668-49.6% | $13,400-71.2% |