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 | $137,856 | $202,345-31.9% | $172,755-20.2% | $152,885-9.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.23% | 1029.77%-1015.5pp | 802.94%-788.7pp | 345.39%-331.2pp |
| Employer contribution / active EE | $5,485 | $5,858-6.4% | $5,144+6.6% | $4,763+15.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,270 | $17,111-92.6% | $13,955-90.9% | $11,598-89.0% |