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 | $169,560 | $160,070+5.9% | $147,117+15.3% | $145,897+16.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 11.98% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,810 | $5,285-27.9% | $4,932-22.8% | $4,663-18.3% |
| Participant deferral / active EE | $7,898 | $8,419-6.2% | $8,065-2.1% | $6,689+18.1% |
| Admin fee / account holder | $32,307 | $15,035+114.9% | $12,993+148.7% | $13,390+141.3% |