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 | $59,017 | $202,326-70.8% | $172,745-65.8% | $152,870-61.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.98% | 1029.72%-1004.7pp | 802.90%-777.9pp | 345.34%-320.4pp |
| Employer contribution / active EE | $5,162 | $5,858-11.9% | $5,144+0.3% | $4,763+8.4% |
| Participant deferral / active EE | $3,240 | $5,948-45.5% | $5,197-37.7% | $5,850-44.6% |
| Admin fee / account holder | $779 | $17,110-95.4% | $13,954-94.4% | $11,597-93.3% |