Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,486 | $159,978-58.4% | $147,041-54.8% | $145,978-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 98.36%-84.5pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,293 | $5,288-37.7% | $4,935-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $5,649 | $8,429-33.0% | $8,071-30.0% | $6,690-15.6% |
| Admin fee / account holder | $1,418 | $15,053-90.6% | $13,006-89.1% | $13,400-89.4% |