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 | $139,649 | $102,385+36.4% | $147,080-5.1% | $80,935+72.5% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 13.13% | 135.09%-122.0pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $5,254 | $3,717+41.4% | $4,933+6.5% | $2,757+90.6% |
| Participant deferral / active EE | $11,101 | $6,651+66.9% | $8,066+37.6% | $4,299+158.2% |
| Admin fee / account holder | $16,249 | $7,951+104.4% | $12,989+25.1% | $6,924+134.7% |