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 | $197,248 | $175,231+12.6% | $149,696+31.8% | $139,466+41.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.90% | 166.77%-155.9pp | 134.46%-123.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $7,758 | $5,478+41.6% | $4,821+60.9% | $4,754+63.2% |
| Participant deferral / active EE | $4,266 | $6,521-34.6% | $5,682-24.9% | $6,712-36.4% |
| Admin fee / account holder | $14,165 | $16,155-12.3% | $13,212+7.2% | $11,409+24.2% |