Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $213,519 | $209,422+2.0% | $178,503+19.6% | $158,982+34.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.20% | 188.81%-170.6pp | 151.12%-132.9pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,736 | $5,707-34.5% | $5,011-25.5% | $4,763-21.6% |
| Participant deferral / active EE | $3,286 | $5,955-44.8% | $5,202-36.8% | $5,983-45.1% |
| Admin fee / account holder | $10,475 | $17,079-38.7% | $13,987-25.1% | $11,252-6.9% |