Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,943 | $111,535-0.5% | $105,223+5.4% | $137,256-19.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 14.36% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $10,174 | $3,939+158.3% | $3,689+175.8% | $4,156+144.8% |
| Participant deferral / active EE | $5,270 | $5,500-4.2% | $5,072+3.9% | $6,407-17.7% |
| Admin fee / account holder | $12,682 | $9,721+30.4% | $8,859+43.2% | $12,270+3.4% |