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 | $126,253 | $202,326-37.6% | $172,745-26.9% | $152,870-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.84% | 1029.72%-1008.9pp | 802.90%-782.1pp | 345.34%-324.5pp |
| Employer contribution / active EE | $9,095 | $5,858+55.3% | $5,144+76.8% | $4,763+91.0% |
| Participant deferral / active EE | $5,462 | $5,948-8.2% | $5,197+5.1% | $5,850-6.6% |
| Admin fee / account holder | $2,263 | $17,110-86.8% | $13,954-83.8% | $11,597-80.5% |