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 | $91,064 | $160,028-43.1% | $147,080-38.1% | $145,884-37.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 13.80% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $8,738 | $5,286+65.3% | $4,933+77.1% | $4,662+87.4% |
| Participant deferral / active EE | $17,309 | $8,422+105.5% | $8,066+114.6% | $6,690+158.7% |
| Admin fee / account holder | $29,056 | $15,030+93.3% | $12,989+123.7% | $13,392+117.0% |