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 | $144,859 | $202,342-28.4% | $172,752-16.1% | $152,897-5.3% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 26.02% | 1029.83%-1003.8pp | 802.97%-777.0pp | 345.43%-319.4pp |
| Employer contribution / active EE | $5,500 | $5,858-6.1% | $5,144+6.9% | $4,764+15.5% |
| Participant deferral / active EE | $3,831 | $5,948-35.6% | $5,198-26.3% | $5,851-34.5% |
| Admin fee / account holder | $12,776 | $17,111-25.3% | $13,955-8.4% | $11,599+10.1% |