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 | $210,712 | $209,422+0.6% | $178,503+18.0% | $158,982+32.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 17.99% | 188.81%-170.8pp | 151.12%-133.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $4,764 | $5,707-16.5% | $5,011-4.9% | $4,7630% |
| Participant deferral / active EE | $10,400 | $5,955+74.6% | $5,202+99.9% | $5,983+73.8% |
| Admin fee / account holder | $2,285 | $17,079-86.6% | $13,987-83.7% | $11,252-79.7% |