Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,405 | $176,105-32.2% | $159,474-25.1% | $167,536-28.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.98% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $9,575 | $5,299+80.7% | $4,831+98.2% | $4,839+97.9% |
| Participant deferral / active EE | $10,391 | $7,751+34.1% | $7,353+41.3% | $6,342+63.8% |
| Admin fee / account holder | $381 | $12,559-97.0% | $10,802-96.5% | $12,315-96.9% |