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 | $230,434 | $165,399+39.3% | $149,745+53.9% | $158,982+44.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 13.44% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $8,435 | $5,105+65.2% | $4,646+81.6% | $4,763+77.1% |
| Participant deferral / active EE | $7,474 | $7,183+4.1% | $6,843+9.2% | $5,983+24.9% |
| Admin fee / account holder | $2,062 | $10,811-80.9% | $9,312-77.9% | $11,252-81.7% |