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 | $149,610 | $160,028-6.5% | $147,080+1.7% | $145,884+2.6% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.74% | 98.60%-87.9pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $6,544 | $5,286+23.8% | $4,933+32.6% | $4,662+40.3% |
| Participant deferral / active EE | $5,599 | $8,422-33.5% | $8,066-30.6% | $6,690-16.3% |
| Admin fee / account holder | $6,792 | $15,030-54.8% | $12,989-47.7% | $13,392-49.3% |