Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,022 | $159,978-23.7% | $147,041-17.0% | $145,978-16.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.18% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,843 | $5,288-27.3% | $4,935-22.1% | $4,662-17.6% |
| Participant deferral / active EE | $5,606 | $8,429-33.5% | $8,071-30.5% | $6,690-16.2% |
| Admin fee / account holder | $6,960 | $15,053-53.8% | $13,006-46.5% | $13,400-48.1% |