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 | $179,027 | $171,492+4.4% | $150,734+18.8% | $198,609-9.9% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 13.90% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,014 | $5,470-44.9% | $4,918-38.7% | $5,055-40.4% |
| Participant deferral / active EE | $8,383 | $6,259+33.9% | $5,610+49.4% | $6,977+20.1% |
| Admin fee / account holder | $24,899 | $17,628+41.2% | $14,905+67.0% | $19,030+30.8% |