Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $159,163 | $160,070-0.6% | $147,117+8.2% | $145,897+9.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 18.03% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $6,373 | $5,285+20.6% | $4,932+29.2% | $4,663+36.7% |
| Participant deferral / active EE | $15,759 | $8,419+87.2% | $8,065+95.4% | $6,689+135.6% |
| Admin fee / account holder | $950 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |