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 | $96,919 | $160,040-39.4% | $147,096-34.1% | $145,877-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.52% | 98.49%-71.0pp | 419.75%-392.2pp | 551.28%-523.8pp |
| Employer contribution / active EE | $4,911 | $5,289-7.2% | $4,936-0.5% | $4,663+5.3% |
| Participant deferral / active EE | $5,483 | $8,429-34.9% | $8,071-32.1% | $6,691-18.0% |
| Admin fee / account holder | $18,122 | $15,050+20.4% | $13,005+39.3% | $13,402+35.2% |