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 | $194,511 | $176,077+10.5% | $159,455+22.0% | $167,518+16.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.61% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.1pp |
| Employer contribution / active EE | $2,090 | $5,298-60.6% | $4,830-56.7% | $4,838-56.8% |
| Participant deferral / active EE | $8,118 | $7,751+4.7% | $7,353+10.4% | $6,342+28.0% |
| Admin fee / account holder | $565 | $12,556-95.5% | $10,800-94.8% | $12,312-95.4% |