Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,405 | $202,342-76.1% | $172,752-72.0% | $152,897-68.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.01% | 1029.83%-1006.8pp | 802.97%-780.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,108 | $5,858-46.9% | $5,144-39.6% | $4,764-34.8% |
| Participant deferral / active EE | $8,103 | $5,948+36.2% | $5,198+55.9% | $5,851+38.5% |
| Admin fee / account holder | $346 | $17,111-98.0% | $13,955-97.5% | $11,599-97.0% |