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 | $121,883 | $160,070-23.9% | $147,117-17.2% | $145,897-16.5% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 64.36% | 98.69%-34.3pp | 420.54%-356.2pp | 552.29%-487.9pp |
| Employer contribution / active EE | $2,822 | $5,285-46.6% | $4,932-42.8% | $4,663-39.5% |
| Participant deferral / active EE | $5,258 | $8,419-37.5% | $8,065-34.8% | $6,689-21.4% |
| Admin fee / account holder | $421 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |