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 | $128,102 | $160,028-20.0% | $147,080-12.9% | $145,884-12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,509 | $5,286-33.6% | $4,933-28.9% | $4,662-24.7% |
| Participant deferral / active EE | $8,974 | $8,422+6.6% | $8,066+11.2% | $6,690+34.1% |
| Admin fee / account holder | $4,942 | $15,030-67.1% | $12,989-62.0% | $13,392-63.1% |