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 | $52,395 | $176,077-70.2% | $159,455-67.1% | $167,518-68.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 11.59% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $6,610 | $5,298+24.8% | $4,830+36.8% | $4,838+36.6% |
| Participant deferral / active EE | $8,351 | $7,751+7.7% | $7,353+13.6% | $6,342+31.7% |
| Admin fee / account holder | $3,397 | $12,556-72.9% | $10,800-68.6% | $12,312-72.4% |