Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,518 | $114,130-28.6% | $96,192-15.3% | $167,553-51.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 13.63% | 190.07%-176.4pp | 192.09%-178.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $7,591 | $3,431+121.3% | $2,799+171.1% | $4,840+56.8% |
| Participant deferral / active EE | $4,940 | $5,198-5.0% | $4,351+13.5% | $6,343-22.1% |
| Admin fee / account holder | $397 | $6,901-94.3% | $5,539-92.8% | $12,316-96.8% |