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 | $153,234 | $111,785+37.1% | $93,669+63.6% | $145,877+5.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.63% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,621 | $3,096-15.3% | $2,424+8.2% | $4,663-43.8% |
| Participant deferral / active EE | $4,892 | $4,919-0.5% | $4,416+10.8% | $6,691-26.9% |
| Admin fee / account holder | $4,587 | $10,256-55.3% | $8,291-44.7% | $13,402-65.8% |