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 | $126,572 | $88,778+42.6% | $81,844+54.7% | $145,884-13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.86% | 1033.03%-1015.2pp | 778.87%-761.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $5,314 | $3,087+72.1% | $2,916+82.2% | $4,662+14.0% |
| Participant deferral / active EE | $6,979 | $4,648+50.1% | $4,323+61.4% | $6,690+4.3% |
| Admin fee / account holder | $1,453 | $8,430-82.8% | $7,355-80.2% | $13,392-89.1% |