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 | $154,367 | $144,130+7.1% | $117,861+31.0% | $147,586+4.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 12.06% | 531.20%-519.1pp | 335.11%-323.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,747 | $4,897-43.9% | $3,786-27.4% | $4,876-43.7% |
| Participant deferral / active EE | $5,969 | $5,316+12.3% | $4,482+33.2% | $5,439+9.7% |
| Admin fee / account holder | $6,300 | $10,887-42.1% | $8,021-21.5% | $10,886-42.1% |