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 | $146,847 | $175,231-16.2% | $149,696-1.9% | $139,466+5.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,246 | $5,478-59.0% | $4,821-53.4% | $4,754-52.7% |
| Participant deferral / active EE | $15,138 | $6,521+132.1% | $5,682+166.4% | $6,712+125.5% |
| Admin fee / account holder | $1,260 | $16,155-92.2% | $13,212-90.5% | $11,409-89.0% |