Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,772 | $165,399-62.7% | $149,745-58.7% | $158,982-61.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.79% | 348.34%-324.5pp | 276.72%-252.9pp | 302.99%-279.2pp |
| Employer contribution / active EE | $10,595 | $5,105+107.5% | $4,646+128.1% | $4,763+122.4% |
| Participant deferral / active EE | $9,313 | $7,183+29.7% | $6,843+36.1% | $5,983+55.6% |
| Admin fee / account holder | $333 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |