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 | $116,553 | $209,888-44.5% | $189,545-38.5% | $167,553-30.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.05% | 748.66%-728.6pp | 555.36%-535.3pp | 478.89%-458.8pp |
| Employer contribution / active EE | $8,015 | $6,915+15.9% | $6,162+30.1% | $4,840+65.6% |
| Participant deferral / active EE | $10,833 | $8,934+21.3% | $8,220+31.8% | $6,343+70.8% |
| Admin fee / account holder | $3,175 | $14,300-77.8% | $12,049-73.6% | $12,316-74.2% |