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 | $162,236 | $160,070+1.4% | $147,117+10.3% | $145,897+11.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.83% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $5,576 | $5,285+5.5% | $4,932+13.0% | $4,663+19.6% |
| Participant deferral / active EE | $9,648 | $8,419+14.6% | $8,065+19.6% | $6,689+44.2% |
| Admin fee / account holder | $22,612 | $15,035+50.4% | $12,993+74.0% | $13,390+68.9% |