Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $92,573 | $160,070-42.2% | $147,117-37.1% | $145,897-36.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 78.18% | 98.69%-20.5pp | 420.54%-342.4pp | 552.29%-474.1pp |
| Employer contribution / active EE | $8,436 | $5,285+59.6% | $4,932+71.0% | $4,663+80.9% |
| Participant deferral / active EE | $24,889 | $8,419+195.6% | $8,065+208.6% | $6,689+272.1% |
| Admin fee / account holder | $7,862 | $15,035-47.7% | $12,993-39.5% | $13,390-41.3% |