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 | $170,117 | $160,028+6.3% | $147,080+15.7% | $145,884+16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.69% | 98.60%-79.9pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $16,532 | $5,286+212.8% | $4,933+235.1% | $4,662+254.6% |
| Participant deferral / active EE | $11,360 | $8,422+34.9% | $8,066+40.8% | $6,690+69.8% |
| Admin fee / account holder | $9,477 | $15,030-36.9% | $12,989-27.0% | $13,392-29.2% |