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 | $137,998 | $129,737+6.4% | $119,126+15.8% | $154,746-10.8% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 18.83% | 379.08%-360.2pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,289 | $4,375+112.3% | $4,034+130.3% | $4,379+112.1% |
| Participant deferral / active EE | $6,934 | $5,842+18.7% | $5,318+30.4% | $6,730+3.0% |
| Admin fee / account holder | $8,814 | $11,961-26.3% | $10,693-17.6% | $14,365-38.6% |