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 | $142,491 | $96,678+47.4% | $86,640+64.5% | $139,466+2.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 17.79% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $4,928 | $3,265+50.9% | $3,024+62.9% | $4,754+3.7% |
| Participant deferral / active EE | $8,187 | $4,837+69.3% | $4,438+84.5% | $6,712+22.0% |
| Admin fee / account holder | $1,372 | $6,410-78.6% | $5,616-75.6% | $11,409-88.0% |