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 | $147,216 | $150,447-2.1% | $136,298+8.0% | $147,586-0.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.37% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $5,098 | $5,256-3.0% | $4,696+8.6% | $4,876+4.5% |
| Participant deferral / active EE | $8,228 | $6,631+24.1% | $6,247+31.7% | $5,439+51.3% |
| Admin fee / account holder | $4,547 | $10,906-58.3% | $9,244-50.8% | $10,886-58.2% |