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 | $181,476 | $121,656+49.2% | $104,614+73.5% | $158,950+14.2% |
| Participation rate | 94.7% | 77.5%+17.2pp | 74.1%+20.7pp | 82.0%+12.8pp |
| Annual return | 8.33% | 465.51%-457.2pp | 340.56%-332.2pp | 302.91%-294.6pp |
| Employer contribution / active EE | $4,211 | $3,164+33.1% | $2,681+57.0% | $4,762-11.6% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,255 | $7,775-32.4% | $6,464-18.7% | $11,248-53.3% |