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 | $48,138 | $202,342-76.2% | $172,753-72.1% | $152,909-68.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $4,431 | $5,857-24.4% | $5,144-13.9% | $4,764-7.0% |
| Participant deferral / active EE | $5,120 | $5,948-13.9% | $5,198-1.5% | $5,851-12.5% |
| Admin fee / account holder | $581 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |