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 | $201,387 | $100,938+99.5% | $90,461+122.6% | $158,982+26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.88% | 1727.20%-1717.3pp | 1294.76%-1284.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,660 | $3,691-55.0% | $3,264-49.1% | $4,763-65.1% |
| Participant deferral / active EE | $5,959 | $4,350+37.0% | $3,964+50.3% | $5,983-0.4% |
| Admin fee / account holder | $4,821 | $6,510-25.9% | $5,617-14.2% | $11,252-57.1% |