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 | $102,701 | $57,330+79.1% | $86,656+18.5% | $75,177+36.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.78% | 2675.40%-2661.6pp | 593.09%-579.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $9,835 | $2,316+324.6% | $3,025+225.1% | $2,671+268.2% |
| Participant deferral / active EE | $6,220 | $3,320+87.3% | $4,439+40.1% | $4,126+50.7% |
| Admin fee / account holder | $6,143 | $4,115+49.3% | $5,619+9.3% | $5,651+8.7% |