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 | $128,912 | $202,342-36.3% | $172,753-25.4% | $152,909-15.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.78% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.7pp |
| Employer contribution / active EE | $7,093 | $5,857+21.1% | $5,144+37.9% | $4,764+48.9% |
| Participant deferral / active EE | $5,930 | $5,948-0.3% | $5,198+14.1% | $5,851+1.3% |
| Admin fee / account holder | $687 | $17,112-96.0% | $13,956-95.1% | $11,601-94.1% |