Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,965 | $160,070-78.8% | $147,117-76.9% | $145,897-76.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.42% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,987 | $5,285-5.6% | $4,932+1.1% | $4,663+7.0% |
| Participant deferral / active EE | $8,854 | $8,419+5.2% | $8,065+9.8% | $6,689+32.4% |
| Admin fee / account holder | $388 | $15,035-97.4% | $12,993-97.0% | $13,390-97.1% |