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 | $62,220 | $202,342-69.3% | $172,752-64.0% | $152,897-59.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.70% | 1029.83%-1005.1pp | 802.97%-778.3pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,351 | $5,858-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $8,328 | $5,948+40.0% | $5,198+60.2% | $5,851+42.3% |
| Admin fee / account holder | $472 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |