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 | $76,102 | $60,139+26.5% | $90,461-15.9% | $79,856-4.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.89% | 71.96%-53.1pp | 1294.76%-1275.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $12,931 | $2,069+525.0% | $3,264+296.2% | $2,471+423.2% |
| Participant deferral / active EE | $4,508 | $2,939+53.4% | $3,964+13.7% | $3,741+20.5% |
| Admin fee / account holder | $2,479 | $3,978-37.7% | $5,617-55.9% | $5,306-53.3% |