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 | $155,172 | $166,268-6.7% | $165,100-6.0% | $145,897+6.4% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 9.67% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $14,944 | $5,284+182.8% | $4,348+243.7% | $4,663+220.5% |
| Participant deferral / active EE | $11,462 | $6,964+64.6% | $6,035+89.9% | $6,689+71.4% |
| Admin fee / account holder | $29,515 | $16,659+77.2% | $12,696+132.5% | $13,390+120.4% |