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 | $155,244 | $208,088-25.4% | $186,193-16.6% | $154,746+0.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.51% | 89.97%-69.5pp | 78.03%-57.5pp | 172.34%-151.8pp |
| Employer contribution / active EE | $456 | $4,340-89.5% | $3,918-88.4% | $4,379-89.6% |
| Participant deferral / active EE | $5,627 | $7,078-20.5% | $6,513-13.6% | $6,730-16.4% |
| Admin fee / account holder | $1,912 | $11,698-83.7% | $11,058-82.7% | $14,365-86.7% |