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 | $142,383 | $150,435-5.4% | $120,580+18.1% | $145,897-2.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.97% | 154.60%-140.6pp | 107.48%-93.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $6,180 | $4,352+42.0% | $3,469+78.1% | $4,663+32.5% |
| Participant deferral / active EE | $5,545 | $6,174-10.2% | $4,995+11.0% | $6,689-17.1% |
| Admin fee / account holder | $2,843 | $12,182-76.7% | $9,418-69.8% | $13,390-78.8% |