Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,475 | $175,231-63.2% | $149,696-56.9% | $139,466-53.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.44% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $5,142 | $5,478-6.1% | $4,821+6.7% | $4,754+8.2% |
| Participant deferral / active EE | $5,985 | $6,521-8.2% | $5,682+5.3% | $6,712-10.8% |
| Admin fee / account holder | $675 | $16,155-95.8% | $13,212-94.9% | $11,409-94.1% |