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 | $165,190 | $159,978+3.3% | $147,041+12.3% | $145,978+13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.77% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,534 | $5,288-52.1% | $4,935-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $5,504 | $8,429-34.7% | $8,071-31.8% | $6,690-17.7% |
| Admin fee / account holder | $8,237 | $15,053-45.3% | $13,006-36.7% | $13,400-38.5% |