Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $98,235 | $160,028-38.6% | $147,080-33.2% | $145,884-32.7% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 15.34% | 98.60%-83.3pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $6,603 | $5,286+24.9% | $4,933+33.8% | $4,662+41.6% |
| Participant deferral / active EE | $16,712 | $8,422+98.4% | $8,066+107.2% | $6,690+149.8% |
| Admin fee / account holder | $9,346 | $15,030-37.8% | $12,989-28.0% | $13,392-30.2% |