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 | $168,704 | $88,815+90.0% | $81,882+106.0% | $145,897+15.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 15.88% | 1033.75%-1017.9pp | 779.47%-763.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,643 | $3,086+18.0% | $2,916+24.9% | $4,663-21.9% |
| Participant deferral / active EE | $6,264 | $4,647+34.8% | $4,323+44.9% | $6,689-6.4% |
| Admin fee / account holder | $8,967 | $8,434+6.3% | $7,360+21.8% | $13,390-33.0% |