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 | $135,906 | $202,345-32.8% | $172,755-21.3% | $152,885-11.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 27.25% | 1029.77%-1002.5pp | 802.94%-775.7pp | 345.39%-318.1pp |
| Employer contribution / active EE | $1,284 | $5,858-78.1% | $5,144-75.0% | $4,763-73.0% |
| Participant deferral / active EE | $6,749 | $5,948+13.5% | $5,198+29.8% | $5,851+15.3% |
| Admin fee / account holder | $3,491 | $17,111-79.6% | $13,955-75.0% | $11,598-69.9% |