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 | $184,768 | $160,070+15.4% | $147,117+25.6% | $145,897+26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $4,940 | $5,285-6.5% | $4,932+0.2% | $4,663+5.9% |
| Participant deferral / active EE | $18,470 | $8,419+119.4% | $8,065+129.0% | $6,689+176.1% |
| Admin fee / account holder | $787 | $15,035-94.8% | $12,993-93.9% | $13,390-94.1% |