Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $88,474 | $159,978-44.7% | $147,041-39.8% | $145,978-39.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.10% | 98.36%-55.3pp | 419.21%-376.1pp | 550.52%-507.4pp |
| Employer contribution / active EE | $6,543 | $5,288+23.7% | $4,935+32.6% | $4,662+40.4% |
| Participant deferral / active EE | $12,355 | $8,429+46.6% | $8,071+53.1% | $6,690+84.7% |
| Admin fee / account holder | $2,326 | $15,053-84.5% | $13,006-82.1% | $13,400-82.6% |