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 | $214,536 | $183,539+16.9% | $155,556+37.9% | $145,897+47.0% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 11.33% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,703 | $5,315-49.2% | $4,675-42.2% | $4,663-42.0% |
| Participant deferral / active EE | $7,190 | $6,467+11.2% | $5,631+27.7% | $6,689+7.5% |
| Admin fee / account holder | $5,997 | $19,275-68.9% | $15,885-62.2% | $13,390-55.2% |