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 | $209,690 | $166,268+26.1% | $165,100+27.0% | $145,897+43.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 9.56% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,246 | $5,284-76.4% | $4,348-71.3% | $4,663-73.3% |
| Participant deferral / active EE | $11,010 | $6,964+58.1% | $6,035+82.4% | $6,689+64.6% |
| Admin fee / account holder | $613 | $16,659-96.3% | $12,696-95.2% | $13,390-95.4% |