Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $105,869 | $90,691+16.7% | $76,119+39.1% | $145,884-27.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 18.44% | 624.52%-606.1pp | 361.25%-342.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,856 | $3,329-14.2% | $2,693+6.1% | $4,662-38.7% |
| Participant deferral / active EE | $7,196 | $5,167+39.3% | $4,259+69.0% | $6,690+7.6% |
| Admin fee / account holder | $4,834 | $8,383-42.3% | $6,421-24.7% | $13,392-63.9% |