Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $113,742 | $160,028-28.9% | $147,080-22.7% | $145,884-22.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.70% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,000 | $5,286-62.2% | $4,933-59.5% | $4,662-57.1% |
| Participant deferral / active EE | $9,471 | $8,422+12.5% | $8,066+17.4% | $6,690+41.6% |
| Admin fee / account holder | $1,206 | $15,030-92.0% | $12,989-90.7% | $13,392-91.0% |