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 | $110,513 | $106,003+4.3% | $92,236+19.8% | $147,585-25.1% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 18.16% | 50.05%-31.9pp | 176.29%-158.1pp | 578.57%-560.4pp |
| Employer contribution / active EE | $2,079 | $4,333-52.0% | $3,679-43.5% | $4,876-57.4% |
| Participant deferral / active EE | $4,094 | $4,478-8.6% | $3,897+5.1% | $5,439-24.7% |
| Admin fee / account holder | $1,046 | $6,333-83.5% | $5,194-79.9% | $10,885-90.4% |