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 | $97,651 | $202,342-51.7% | $172,752-43.5% | $152,897-36.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.30% | 1029.83%-1008.5pp | 802.97%-781.7pp | 345.43%-324.1pp |
| Employer contribution / active EE | $7,503 | $5,858+28.1% | $5,144+45.9% | $4,764+57.5% |
| Participant deferral / active EE | $5,046 | $5,948-15.2% | $5,198-2.9% | $5,851-13.8% |
| Admin fee / account holder | $996 | $17,111-94.2% | $13,955-92.9% | $11,599-91.4% |