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 | $151,037 | $160,028-5.6% | $147,080+2.7% | $145,884+3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,520 | $5,286-52.3% | $4,933-48.9% | $4,662-45.9% |
| Participant deferral / active EE | $7,514 | $8,422-10.8% | $8,066-6.8% | $6,690+12.3% |
| Admin fee / account holder | $344 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |