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 | $135,030 | $144,130-6.3% | $117,861+14.6% | $147,586-8.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 19.16% | 531.20%-512.0pp | 335.11%-315.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,988 | $4,897-39.0% | $3,786-21.1% | $4,876-38.7% |
| Participant deferral / active EE | $8,652 | $5,316+62.7% | $4,482+93.0% | $5,439+59.1% |
| Admin fee / account holder | $619 | $10,887-94.3% | $8,021-92.3% | $10,886-94.3% |