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 | $53,102 | $88,778-40.2% | $81,844-35.1% | $145,884-63.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.65% | 1033.03%-1012.4pp | 778.87%-758.2pp | 551.85%-531.2pp |
| Employer contribution / active EE | $3,523 | $3,087+14.1% | $2,916+20.8% | $4,662-24.4% |
| Participant deferral / active EE | $9,626 | $4,648+107.1% | $4,323+122.7% | $6,690+43.9% |
| Admin fee / account holder | $1,083 | $8,430-87.2% | $7,355-85.3% | $13,392-91.9% |