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 | $213,596 | $227,399-6.1% | $189,758+12.6% | $198,609+7.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 13.62% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,995 | $5,526-45.8% | $4,767-37.2% | $5,055-40.8% |
| Participant deferral / active EE | $7,446 | $6,837+8.9% | $5,856+27.2% | $6,977+6.7% |
| Admin fee / account holder | $2,092 | $25,162-91.7% | $20,388-89.7% | $19,030-89.0% |