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 | $176,235 | $160,040+10.1% | $147,096+19.8% | $145,877+20.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.73% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $6,216 | $5,289+17.5% | $4,936+25.9% | $4,663+33.3% |
| Participant deferral / active EE | $4,400 | $8,429-47.8% | $8,071-45.5% | $6,691-34.2% |
| Admin fee / account holder | $56,902 | $15,050+278.1% | $13,005+337.5% | $13,402+324.6% |