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 | $142,469 | $102,595+38.9% | $94,057+51.5% | $154,746-7.9% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 16.07% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,451 | $3,147+105.0% | $2,933+119.9% | $4,379+47.3% |
| Participant deferral / active EE | $6,451 | $5,118+26.0% | $4,709+37.0% | $6,730-4.1% |
| Admin fee / account holder | $2,573 | $7,736-66.7% | $7,244-64.5% | $14,365-82.1% |