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 | $49,065 | $183,988-73.3% | $162,177-69.7% | $152,897-67.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.98% | 150.79%-122.8pp | 115.60%-87.6pp | 345.43%-317.4pp |
| Employer contribution / active EE | $3,610 | $6,370-43.3% | $5,613-35.7% | $4,764-24.2% |
| Participant deferral / active EE | $15,893 | $8,032+97.9% | $7,297+117.8% | $5,851+171.6% |
| Admin fee / account holder | $1,769 | $13,123-86.5% | $10,843-83.7% | $11,599-84.7% |