Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,405 | $198,457-71.1% | $170,435-66.3% | $147,586-61.1% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,191 | $6,183+16.3% | $5,432+32.4% | $4,876+47.5% |
| Participant deferral / active EE | $6,863 | $5,629+21.9% | $4,939+39.0% | $5,439+26.2% |
| Admin fee / account holder | $418 | $16,852-97.5% | $13,881-97.0% | $10,886-96.2% |