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 | $111,071 | $96,678+14.9% | $86,640+28.2% | $139,466-20.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 17.75% | 106.69%-88.9pp | 592.52%-574.8pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,749 | $3,265+14.8% | $3,024+24.0% | $4,754-21.1% |
| Participant deferral / active EE | $9,269 | $4,837+91.6% | $4,438+108.8% | $6,712+38.1% |
| Admin fee / account holder | $1,208 | $6,410-81.2% | $5,616-78.5% | $11,409-89.4% |