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 | $238,943 | $144,130+65.8% | $117,861+102.7% | $147,586+61.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 14.73% | 531.20%-516.5pp | 335.11%-320.4pp | 578.59%-563.9pp |
| Employer contribution / active EE | $4,079 | $4,897-16.7% | $3,786+7.7% | $4,876-16.4% |
| Participant deferral / active EE | $9,088 | $5,316+70.9% | $4,482+102.8% | $5,439+67.1% |
| Admin fee / account holder | $1,887 | $10,887-82.7% | $8,021-76.5% | $10,886-82.7% |