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 | $180,323 | $109,967+64.0% | $97,197+85.5% | $145,877+23.6% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 10.42% | 244.27%-233.9pp | 75.47%-65.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,135 | $3,077+1.9% | $2,723+15.1% | $4,663-32.8% |
| Participant deferral / active EE | $10,666 | $4,676+128.1% | $4,263+150.2% | $6,691+59.4% |
| Admin fee / account holder | $778 | $6,199-87.4% | $5,637-86.2% | $13,402-94.2% |