Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $105,428 | $138,114-23.7% | $125,391-15.9% | $134,545-21.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | 64.21% | 750.88%-686.7pp | 572.41%-508.2pp | 418.37%-354.2pp |
| Employer contribution / active EE | $2,046 | $5,246-61.0% | $4,816-57.5% | $4,742-56.9% |
| Participant deferral / active EE | $8,153 | $7,801+4.5% | $7,448+9.5% | $6,401+27.4% |
| Admin fee / account holder | $305 | $11,570-97.4% | $10,009-97.0% | $11,431-97.3% |