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 | $203,415 | $198,457+2.5% | $170,435+19.4% | $147,586+37.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.87% | 257.30%-238.4pp | 205.94%-187.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,313 | $6,183-30.2% | $5,432-20.6% | $4,876-11.6% |
| Participant deferral / active EE | $8,932 | $5,629+58.7% | $4,939+80.8% | $5,439+64.2% |
| Admin fee / account holder | $2,332 | $16,852-86.2% | $13,881-83.2% | $10,886-78.6% |