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 | $132,158 | $160,070-17.4% | $147,117-10.2% | $145,897-9.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 15.10% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $12,399 | $5,285+134.6% | $4,932+151.4% | $4,663+165.9% |
| Participant deferral / active EE | $13,927 | $8,419+65.4% | $8,065+72.7% | $6,689+108.2% |
| Admin fee / account holder | $520 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |