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 | $145,971 | $106,008+37.7% | $92,240+58.3% | $147,586-1.1% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 16.61% | 50.05%-33.4pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $4,936 | $4,333+13.9% | $3,680+34.1% | $4,876+1.2% |
| Participant deferral / active EE | $8,707 | $4,478+94.4% | $3,897+123.4% | $5,439+60.1% |
| Admin fee / account holder | $2,043 | $6,333-67.7% | $5,194-60.7% | $10,886-81.2% |