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 | $197,633 | $88,754+122.7% | $81,820+141.5% | $145,877+35.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.75% | 1031.77%-1022.0pp | 777.93%-768.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,268 | $3,085-26.5% | $2,915-22.2% | $4,663-51.4% |
| Participant deferral / active EE | $6,742 | $4,648+45.1% | $4,323+56.0% | $6,691+0.8% |
| Admin fee / account holder | $19,116 | $8,424+126.9% | $7,391+158.7% | $13,402+42.6% |