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 | $216,627 | $176,120+23.0% | $159,487+35.8% | $167,553+29.3% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 11.54% | 331.95%-320.4pp | 263.71%-252.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $3,902 | $5,299-26.4% | $4,831-19.2% | $4,840-19.4% |
| Participant deferral / active EE | $10,155 | $7,752+31.0% | $7,354+38.1% | $6,343+60.1% |
| Admin fee / account holder | $8,575 | $12,561-31.7% | $10,804-20.6% | $12,316-30.4% |