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 | $97,007 | $202,345-52.1% | $172,755-43.8% | $152,885-36.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.35% | 1029.77%-1008.4pp | 802.94%-781.6pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,481 | $5,858-57.7% | $5,144-51.8% | $4,763-47.9% |
| Participant deferral / active EE | $4,076 | $5,948-31.5% | $5,198-21.6% | $5,851-30.3% |
| Admin fee / account holder | $4,002 | $17,111-76.6% | $13,955-71.3% | $11,598-65.5% |