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 | $178,009 | $159,978+11.3% | $147,041+21.1% | $145,978+21.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 18.89% | 98.36%-79.5pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $4,749 | $5,288-10.2% | $4,935-3.8% | $4,662+1.9% |
| Participant deferral / active EE | $8,878 | $8,429+5.3% | $8,071+10.0% | $6,690+32.7% |
| Admin fee / account holder | $2,948 | $15,053-80.4% | $13,006-77.3% | $13,400-78.0% |