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 | $167,159 | $160,028+4.5% | $147,080+13.7% | $145,884+14.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 17.40% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.4pp |
| Employer contribution / active EE | $7,318 | $5,286+38.4% | $4,933+48.3% | $4,662+57.0% |
| Participant deferral / active EE | $8,380 | $8,422-0.5% | $8,066+3.9% | $6,690+25.3% |
| Admin fee / account holder | $4,979 | $15,030-66.9% | $12,989-61.7% | $13,392-62.8% |