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 | $85,809 | $202,342-57.6% | $172,753-50.3% | $152,909-43.9% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 23.08% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $2,959 | $5,857-49.5% | $5,144-42.5% | $4,764-37.9% |
| Participant deferral / active EE | $3,586 | $5,948-39.7% | $5,198-31.0% | $5,851-38.7% |
| Admin fee / account holder | $420 | $17,112-97.5% | $13,956-97.0% | $11,601-96.4% |