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 | $34,595 | $180,462-80.8% | $154,111-77.6% | $135,379-74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.03% | 888.17%-885.1pp | 735.18%-732.2pp | 519.79%-516.8pp |
| Employer contribution / active EE | $6,847 | $6,036+13.4% | $5,298+29.2% | $4,779+43.3% |
| Participant deferral / active EE | $4,157 | $5,806-28.4% | $5,081-18.2% | $5,609-25.9% |
| Admin fee / account holder | $363 | $16,145-97.8% | $13,411-97.3% | $10,828-96.6% |