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 | $156,328 | $208,088-24.9% | $186,193-16.0% | $154,746+1.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.22% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,212 | $4,340+20.1% | $3,918+33.0% | $4,379+19.0% |
| Participant deferral / active EE | $7,142 | $7,078+0.9% | $6,513+9.7% | $6,730+6.1% |
| Admin fee / account holder | $6,911 | $11,698-40.9% | $11,058-37.5% | $14,365-51.9% |