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 | $155,735 | $138,076+12.8% | $123,553+26.0% | $135,380+15.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $6,380 | $5,152+23.8% | $4,628+37.8% | $4,779+33.5% |
| Participant deferral / active EE | $8,740 | $6,800+28.5% | $6,426+36.0% | $5,609+55.8% |
| Admin fee / account holder | $857 | $10,917-92.1% | $9,284-90.8% | $10,828-92.1% |