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 | $141,515 | $106,005+33.5% | $92,239+53.4% | $147,585-4.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.29%-160.1pp | 578.58%-562.4pp |
| Employer contribution / active EE | $3,317 | $4,333-23.4% | $3,680-9.8% | $4,876-32.0% |
| Participant deferral / active EE | $7,361 | $4,478+64.4% | $3,897+88.9% | $5,439+35.4% |
| Admin fee / account holder | $718 | $6,333-88.7% | $5,194-86.2% | $10,886-93.4% |