Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $68,175 | $106,247-35.8% | $96,515-29.4% | $139,466-51.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 511.97% | 38.47%+473.5pp | 35.73%+476.2pp | 373.66%+138.3pp |
| Employer contribution / active EE | $1,890 | $4,106-54.0% | $3,740-49.5% | $4,754-60.2% |
| Participant deferral / active EE | $6,603 | $5,456+21.0% | $4,880+35.3% | $6,712-1.6% |
| Admin fee / account holder | $17,830 | $7,885+126.1% | $6,735+164.7% | $11,409+56.3% |