Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,824 | $160,070-45.8% | $147,117-41.0% | $145,897-40.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 26.13% | 98.69%-72.6pp | 420.54%-394.4pp | 552.29%-526.2pp |
| Employer contribution / active EE | $9,857 | $5,285+86.5% | $4,932+99.8% | $4,663+111.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,688 | $15,035-62.2% | $12,993-56.2% | $13,390-57.5% |