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 | $131,081 | $202,342-35.2% | $172,753-24.1% | $152,909-14.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 27.67% | 1029.88%-1002.2pp | 803.00%-775.3pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,123 | $5,857-63.8% | $5,144-58.7% | $4,764-55.4% |
| Participant deferral / active EE | $5,978 | $5,948+0.5% | $5,198+15.0% | $5,851+2.2% |
| Admin fee / account holder | $414 | $17,112-97.6% | $13,956-97.0% | $11,601-96.4% |