Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $102,796 | $160,070-35.8% | $147,117-30.1% | $145,897-29.5% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.73% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $6,967 | $5,285+31.8% | $4,932+41.3% | $4,663+49.4% |
| Participant deferral / active EE | $7,411 | $8,419-12.0% | $8,065-8.1% | $6,689+10.8% |
| Admin fee / account holder | $1,893 | $15,035-87.4% | $12,993-85.4% | $13,390-85.9% |