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 | $147,690 | $202,342-27.0% | $172,752-14.5% | $152,897-3.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.70% | 1029.83%-1004.1pp | 802.97%-777.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $6,040 | $5,858+3.1% | $5,144+17.4% | $4,764+26.8% |
| Participant deferral / active EE | $6,117 | $5,948+2.8% | $5,198+17.7% | $5,851+4.5% |
| Admin fee / account holder | $797 | $17,111-95.3% | $13,955-94.3% | $11,599-93.1% |