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 | $86,141 | $176,120-51.1% | $159,487-46.0% | $167,553-48.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.93% | 331.95%-317.0pp | 263.71%-248.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $6,901 | $5,299+30.2% | $4,831+42.8% | $4,840+42.6% |
| Participant deferral / active EE | $13,576 | $7,752+75.1% | $7,354+84.6% | $6,343+114.0% |
| Admin fee / account holder | $585 | $12,561-95.3% | $10,804-94.6% | $12,316-95.3% |