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 | $183,473 | $160,040+14.6% | $147,096+24.7% | $145,877+25.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.56% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,329 | $5,289-56.0% | $4,936-52.8% | $4,663-50.0% |
| Participant deferral / active EE | $11,035 | $8,429+30.9% | $8,071+36.7% | $6,691+64.9% |
| Admin fee / account holder | $16,511 | $15,050+9.7% | $13,005+27.0% | $13,402+23.2% |