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 | $136,497 | $88,778+53.8% | $81,844+66.8% | $145,884-6.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,105 | $3,087+0.6% | $2,916+6.5% | $4,662-33.4% |
| Participant deferral / active EE | $16,411 | $4,648+253.1% | $4,323+279.6% | $6,690+145.3% |
| Admin fee / account holder | $8,451 | $8,430+0.2% | $7,355+14.9% | $13,392-36.9% |