Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $197,613 | $160,028+23.5% | $147,080+34.4% | $145,884+35.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 28.46% | 98.60%-70.1pp | 420.17%-391.7pp | 551.85%-523.4pp |
| Employer contribution / active EE | $4,794 | $5,286-9.3% | $4,933-2.8% | $4,662+2.8% |
| Participant deferral / active EE | $9,537 | $8,422+13.2% | $8,066+18.2% | $6,690+42.6% |
| Admin fee / account holder | $5,374 | $15,030-64.2% | $12,989-58.6% | $13,392-59.9% |