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 | $88,754+90.1% | $81,820+106.2% | $145,877+15.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 15.88% | 1031.77%-1015.9pp | 777.93%-762.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,643 | $3,085+18.1% | $2,915+25.0% | $4,663-21.9% |
| Participant deferral / active EE | $6,264 | $4,648+34.8% | $4,323+44.9% | $6,691-6.4% |
| Admin fee / account holder | $8,967 | $8,424+6.5% | $7,391+21.3% | $13,402-33.1% |