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 | $61,027 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 11.93% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,234 | $5,288-19.9% | $4,935-14.2% | $4,662-9.2% |
| Participant deferral / active EE | $9,065 | $8,429+7.6% | $8,071+12.3% | $6,690+35.5% |
| Admin fee / account holder | $14,003 | $15,053-7.0% | $13,006+7.7% | $13,400+4.5% |