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 | $139,517 | $159,978-12.8% | $147,041-5.1% | $145,978-4.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 36.39% | 98.36%-62.0pp | 419.21%-382.8pp | 550.52%-514.1pp |
| Employer contribution / active EE | $2,983 | $5,288-43.6% | $4,935-39.5% | $4,662-36.0% |
| Participant deferral / active EE | $7,989 | $8,429-5.2% | $8,071-1.0% | $6,690+19.4% |
| Admin fee / account holder | $640 | $15,053-95.7% | $13,006-95.1% | $13,400-95.2% |