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 | $155,020 | $160,028-3.1% | $147,080+5.4% | $145,884+6.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.34% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $4,132 | $5,286-21.8% | $4,933-16.2% | $4,662-11.4% |
| Participant deferral / active EE | $6,269 | $8,422-25.6% | $8,066-22.3% | $6,690-6.3% |
| Admin fee / account holder | $564 | $15,030-96.3% | $12,989-95.7% | $13,392-95.8% |