Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $94,148 | $160,070-41.2% | $147,117-36.0% | $145,897-35.5% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.23% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,144 | $5,285-40.5% | $4,932-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $7,685 | $8,419-8.7% | $8,065-4.7% | $6,689+14.9% |
| Admin fee / account holder | $423 | $15,035-97.2% | $12,993-96.7% | $13,390-96.8% |