Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $90,167 | $102,422-12.0% | $147,117-38.7% | $80,959+11.4% |
| Participation rate | 91.9% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 158.41% | 135.16%+23.3pp | 420.54%-262.1pp | 35.67%+122.7pp |
| Employer contribution / active EE | $4,565 | $3,717+22.8% | $4,932-7.5% | $2,757+65.6% |
| Participant deferral / active EE | $9,383 | $6,652+41.1% | $8,065+16.3% | $4,300+118.2% |
| Admin fee / account holder | $9,351 | $7,953+17.6% | $12,993-28.0% | $6,925+35.0% |