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 | $182,281 | $159,978+13.9% | $147,041+24.0% | $145,978+24.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 18.03% | 98.36%-80.3pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,294 | $5,288-56.6% | $4,935-53.5% | $4,662-50.8% |
| Participant deferral / active EE | $9,210 | $8,429+9.3% | $8,071+14.1% | $6,690+37.7% |
| Admin fee / account holder | $3,239 | $15,053-78.5% | $13,006-75.1% | $13,400-75.8% |