Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $161,137 | $160,070+0.7% | $147,117+9.5% | $145,897+10.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.95% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,324 | $5,285-56.0% | $4,932-52.9% | $4,663-50.2% |
| Participant deferral / active EE | $9,030 | $8,419+7.3% | $8,065+12.0% | $6,689+35.0% |
| Admin fee / account holder | $11,771 | $15,035-21.7% | $12,993-9.4% | $13,390-12.1% |