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 | $201,608 | $175,231+15.1% | $149,696+34.7% | $139,466+44.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $4,329 | $5,478-21.0% | $4,821-10.2% | $4,754-8.9% |
| Participant deferral / active EE | $4,957 | $6,521-24.0% | $5,682-12.8% | $6,712-26.1% |
| Admin fee / account holder | $24,175 | $16,155+49.6% | $13,212+83.0% | $11,409+111.9% |