Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $156,402 | $160,028-2.3% | $147,080+6.3% | $145,884+7.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.82% | 98.60%-83.8pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $13,634 | $5,286+157.9% | $4,933+176.4% | $4,662+192.4% |
| Participant deferral / active EE | $5,722 | $8,422-32.1% | $8,066-29.1% | $6,690-14.5% |
| Admin fee / account holder | $3,378 | $15,030-77.5% | $12,989-74.0% | $13,392-74.8% |