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 | $208,487 | $99,053+110.5% | $88,179+136.4% | $138,895+50.1% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 13.20% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,740 | $2,882+64.5% | $2,549+85.9% | $4,194+13.0% |
| Participant deferral / active EE | $10,477 | $5,225+100.5% | $4,614+127.1% | $6,396+63.8% |
| Admin fee / account holder | $13,326 | $8,748+52.3% | $7,673+73.7% | $12,562+6.1% |