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 | $159,638 | $160,040-0.3% | $147,096+8.5% | $145,877+9.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.94% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,806 | $5,289-46.9% | $4,936-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $5,042 | $8,429-40.2% | $8,071-37.5% | $6,691-24.6% |
| Admin fee / account holder | $1,383 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |