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 | $233,826 | $148,623+57.3% | $135,974+72.0% | $139,466+67.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 12.87% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $5,666 | $5,246+8.0% | $4,859+16.6% | $4,754+19.2% |
| Participant deferral / active EE | $6,932 | $8,103-14.5% | $7,760-10.7% | $6,712+3.3% |
| Admin fee / account holder | $1,107 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |