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 | $121,844 | $209,428-41.8% | $178,498-31.7% | $158,950-23.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.30% | 188.78%-174.5pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $2,120 | $5,707-62.9% | $5,011-57.7% | $4,762-55.5% |
| Participant deferral / active EE | $5,621 | $5,955-5.6% | $5,202+8.1% | $5,983-6.0% |
| Admin fee / account holder | $500 | $17,077-97.1% | $13,985-96.4% | $11,248-95.6% |