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 | $207,109 | $160,040+29.4% | $147,096+40.8% | $145,877+42.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.03% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,366 | $5,289-55.3% | $4,936-52.1% | $4,663-49.3% |
| Participant deferral / active EE | $12,346 | $8,429+46.5% | $8,071+53.0% | $6,691+84.5% |
| Admin fee / account holder | $2,050 | $15,050-86.4% | $13,005-84.2% | $13,402-84.7% |