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 | $88,461 | $88,778-0.4% | $81,844+8.1% | $145,884-39.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 15.76% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,928 | $3,087-37.5% | $2,916-33.9% | $4,662-58.6% |
| Participant deferral / active EE | $7,386 | $4,648+58.9% | $4,323+70.8% | $6,690+10.4% |
| Admin fee / account holder | $2,900 | $8,430-65.6% | $7,355-60.6% | $13,392-78.3% |