Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,323 | $160,070-42.3% | $147,117-37.2% | $145,897-36.7% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 19.18% | 98.69%-79.5pp | 420.54%-401.4pp | 552.29%-533.1pp |
| Employer contribution / active EE | $14,672 | $5,285+177.6% | $4,932+197.5% | $4,663+214.7% |
| Participant deferral / active EE | $8,869 | $8,419+5.3% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $845 | $15,035-94.4% | $12,993-93.5% | $13,390-93.7% |