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 | $191,267 | $160,070+19.5% | $147,117+30.0% | $145,897+31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,053 | $5,285-42.2% | $4,932-38.1% | $4,663-34.5% |
| Participant deferral / active EE | $10,016 | $8,419+19.0% | $8,065+24.2% | $6,689+49.7% |
| Admin fee / account holder | $7,176 | $15,035-52.3% | $12,993-44.8% | $13,390-46.4% |