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 | $122,100 | $209,874-41.8% | $189,537-35.6% | $167,536-27.1% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 19.84% | 748.61%-728.8pp | 555.34%-535.5pp | 478.82%-459.0pp |
| Employer contribution / active EE | $5,636 | $6,913-18.5% | $6,161-8.5% | $4,839+16.5% |
| Participant deferral / active EE | $10,463 | $8,934+17.1% | $8,220+27.3% | $6,342+65.0% |
| Admin fee / account holder | $2,146 | $14,299-85.0% | $12,048-82.2% | $12,315-82.6% |