Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,635 | $180,749-78.6% | $160,784-76.0% | $137,256-71.9% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 18.65% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,885 | $4,155+17.6% | $3,733+30.9% | $4,156+17.5% |
| Participant deferral / active EE | $6,231 | $6,844-9.0% | $6,293-1.0% | $6,407-2.7% |
| Admin fee / account holder | $633 | $10,397-93.9% | $9,717-93.5% | $12,270-94.8% |