Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,538 | $159,978-45.9% | $147,041-41.1% | $145,978-40.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.00% | 98.36%-82.4pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $12,728 | $5,288+140.7% | $4,935+157.9% | $4,662+173.0% |
| Participant deferral / active EE | $14,939 | $8,429+77.2% | $8,071+85.1% | $6,690+123.3% |
| Admin fee / account holder | $13,836 | $15,053-8.1% | $13,006+6.4% | $13,400+3.3% |