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 | $218,475 | $180,749+20.9% | $160,784+35.9% | $137,256+59.2% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.88% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,736 | $4,155-34.2% | $3,733-26.7% | $4,156-34.2% |
| Participant deferral / active EE | $9,553 | $6,844+39.6% | $6,293+51.8% | $6,407+49.1% |
| Admin fee / account holder | $2,582 | $10,397-75.2% | $9,717-73.4% | $12,270-79.0% |