Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,211 | $88,778-34.4% | $81,844-28.9% | $145,884-60.1% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 13.28% | 1033.03%-1019.7pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $8,790 | $3,087+184.7% | $2,916+201.4% | $4,662+88.5% |
| Participant deferral / active EE | $5,237 | $4,648+12.7% | $4,323+21.1% | $6,690-21.7% |
| Admin fee / account holder | $1,519 | $8,430-82.0% | $7,355-79.3% | $13,392-88.7% |