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 | $229,780 | $185,312+24.0% | $161,489+42.3% | $154,746+48.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.00% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $12,503 | $4,769+162.2% | $4,268+192.9% | $4,379+185.5% |
| Participant deferral / active EE | $8,062 | $6,350+27.0% | $5,630+43.2% | $6,730+19.8% |
| Admin fee / account holder | $17,969 | $18,654-3.7% | $16,006+12.3% | $14,365+25.1% |