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 | $204,364 | $183,988+11.1% | $162,177+26.0% | $152,897+33.7% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.5%-6.0pp |
| Annual return | 26.19% | 150.79%-124.6pp | 115.60%-89.4pp | 345.43%-319.2pp |
| Employer contribution / active EE | $6,052 | $6,370-5.0% | $5,613+7.8% | $4,764+27.1% |
| Participant deferral / active EE | $13,358 | $8,032+66.3% | $7,297+83.1% | $5,851+128.3% |
| Admin fee / account holder | $3,383 | $13,123-74.2% | $10,843-68.8% | $11,599-70.8% |