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 | $99,416 | $96,678+2.8% | $86,640+14.7% | $139,466-28.7% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 13.94% | 106.69%-92.8pp | 592.52%-578.6pp | 373.66%-359.7pp |
| Employer contribution / active EE | $6,427 | $3,265+96.8% | $3,024+112.5% | $4,754+35.2% |
| Participant deferral / active EE | $2,847 | $4,837-41.1% | $4,438-35.9% | $6,712-57.6% |
| Admin fee / account holder | $6,381 | $6,410-0.5% | $5,616+13.6% | $11,409-44.1% |