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 | $199,271 | $109,904+81.3% | $97,167+105.1% | $145,959+36.5% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 13.57% | 243.43%-229.9pp | 75.27%-61.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $9,425 | $3,084+205.6% | $2,729+245.4% | $4,661+102.2% |
| Participant deferral / active EE | $8,994 | $4,676+92.4% | $4,264+111.0% | $6,689+34.5% |
| Admin fee / account holder | $3,718 | $6,216-40.2% | $5,650-34.2% | $13,398-72.2% |