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 | $72,524 | $202,345-64.2% | $172,755-58.0% | $152,885-52.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 20.48% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $2,650 | $5,858-54.8% | $5,144-48.5% | $4,763-44.4% |
| Participant deferral / active EE | $5,274 | $5,948-11.3% | $5,198+1.5% | $5,851-9.9% |
| Admin fee / account holder | $10,671 | $17,111-37.6% | $13,955-23.5% | $11,598-8.0% |