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 | $83,343 | $88,754-6.1% | $81,820+1.9% | $145,877-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.30% | 1031.77%-1004.5pp | 777.93%-750.6pp | 551.28%-524.0pp |
| Employer contribution / active EE | $19,723 | $3,085+539.2% | $2,915+576.6% | $4,663+323.0% |
| Participant deferral / active EE | $6,556 | $4,648+41.1% | $4,323+51.7% | $6,691-2.0% |
| Admin fee / account holder | $2,103 | $8,424-75.0% | $7,391-71.6% | $13,402-84.3% |