Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,541 | $88,815-61.1% | $81,882-57.8% | $145,897-76.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 15.23% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,009 | $3,086-2.5% | $2,916+3.2% | $4,663-35.5% |
| Participant deferral / active EE | $8,492 | $4,647+82.7% | $4,323+96.4% | $6,689+27.0% |
| Admin fee / account holder | $410 | $8,434-95.1% | $7,360-94.4% | $13,390-96.9% |