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 | $188,271 | $183,539+2.6% | $155,556+21.0% | $145,897+29.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.26% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $7,498 | $5,315+41.1% | $4,675+60.4% | $4,663+60.8% |
| Participant deferral / active EE | $2,646 | $6,467-59.1% | $5,631-53.0% | $6,689-60.4% |
| Admin fee / account holder | $2,499 | $19,275-87.0% | $15,885-84.3% | $13,390-81.3% |