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 | $120,868 | $202,342-40.3% | $172,752-30.0% | $152,897-20.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.21% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $9,396 | $5,858+60.4% | $5,144+82.6% | $4,764+97.2% |
| Participant deferral / active EE | $3,834 | $5,948-35.6% | $5,198-26.2% | $5,851-34.5% |
| Admin fee / account holder | $3,467 | $17,111-79.7% | $13,955-75.2% | $11,599-70.1% |