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 | $121,334 | $160,028-24.2% | $147,080-17.5% | $145,884-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $6,477 | $5,286+22.5% | $4,933+31.3% | $4,662+38.9% |
| Participant deferral / active EE | $19,649 | $8,422+133.3% | $8,066+143.6% | $6,690+193.7% |
| Admin fee / account holder | $19,559 | $15,030+30.1% | $12,989+50.6% | $13,392+46.0% |