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 | $153,651 | $106,008+44.9% | $92,240+66.6% | $147,586+4.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.15% | 50.05%-30.9pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,168 | $4,333-26.9% | $3,680-13.9% | $4,876-35.0% |
| Participant deferral / active EE | $7,673 | $4,478+71.3% | $3,897+96.9% | $5,439+41.1% |
| Admin fee / account holder | $4,689 | $6,333-26.0% | $5,194-9.7% | $10,886-56.9% |