Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,539 | $88,754-7.0% | $81,820+0.9% | $145,877-43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.68% | 1031.77%-1015.1pp | 777.93%-761.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,868 | $3,085+25.4% | $2,915+32.7% | $4,663-17.1% |
| Participant deferral / active EE | $3,374 | $4,648-27.4% | $4,323-21.9% | $6,691-49.6% |
| Admin fee / account holder | $1,320 | $8,424-84.3% | $7,391-82.1% | $13,402-90.2% |