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 | $233,604 | $160,070+45.9% | $147,117+58.8% | $145,897+60.1% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 20.13% | 98.69%-78.6pp | 420.54%-400.4pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,817 | $5,285-46.7% | $4,932-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $6,640 | $8,419-21.1% | $8,065-17.7% | $6,689-0.7% |
| Admin fee / account holder | $3,261 | $15,035-78.3% | $12,993-74.9% | $13,390-75.6% |