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 | $169,004 | $159,978+5.6% | $147,041+14.9% | $145,978+15.8% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 14.26% | 98.36%-84.1pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,248 | $5,288-38.6% | $4,935-34.2% | $4,662-30.3% |
| Participant deferral / active EE | $11,015 | $8,429+30.7% | $8,071+36.5% | $6,690+64.7% |
| Admin fee / account holder | $4,296 | $15,053-71.5% | $13,006-67.0% | $13,400-67.9% |