Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,779 | $202,440-66.0% | $169,390-59.4% | $139,466-50.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.56% | 532.36%-512.8pp | 406.07%-386.5pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,260 | $4,693-30.5% | $4,013-18.8% | $4,754-31.4% |
| Participant deferral / active EE | $9,619 | $6,940+38.6% | $6,222+54.6% | $6,712+43.3% |
| Admin fee / account holder | $559 | $10,722-94.8% | $9,015-93.8% | $11,409-95.1% |