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 | $139,177 | $160,028-13.0% | $147,080-5.4% | $145,884-4.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.30% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $8,427 | $5,286+59.4% | $4,933+70.8% | $4,662+80.8% |
| Participant deferral / active EE | $11,366 | $8,422+35.0% | $8,066+40.9% | $6,690+69.9% |
| Admin fee / account holder | $10,434 | $15,030-30.6% | $12,989-19.7% | $13,392-22.1% |