Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $139,992 | $160,028-12.5% | $147,080-4.8% | $145,884-4.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.46% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,966 | $5,286-62.8% | $4,933-60.2% | $4,662-57.8% |
| Participant deferral / active EE | $14,004 | $8,422+66.3% | $8,066+73.6% | $6,690+109.3% |
| Admin fee / account holder | $4,883 | $15,030-67.5% | $12,989-62.4% | $13,392-63.5% |