Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $160,051 | $102,938+55.5% | $94,105+70.1% | $138,895+15.2% |
| Participation rate | 90.9% | 74.6%+16.3pp | 71.9%+19.0pp | 79.9%+11.0pp |
| Annual return | 20.60% | 250.28%-229.7pp | 204.55%-184.0pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,998 | $2,732+9.7% | $2,504+19.7% | $4,194-28.5% |
| Participant deferral / active EE | $10,678 | $4,196+154.4% | $3,881+175.1% | $6,396+66.9% |
| Admin fee / account holder | $756 | $6,600-88.5% | $6,199-87.8% | $12,562-94.0% |