Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,846 | $159,934-65.1% | $147,005-62.0% | $145,959-61.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.72% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $5,154 | $5,287-2.5% | $4,934+4.5% | $4,661+10.6% |
| Participant deferral / active EE | $6,125 | $8,427-27.3% | $8,070-24.1% | $6,689-8.4% |
| Admin fee / account holder | $970 | $15,053-93.6% | $13,006-92.5% | $13,398-92.8% |