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 | $217,200 | $183,516+18.4% | $155,534+39.6% | $145,884+48.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $9,032 | $5,315+70.0% | $4,675+93.2% | $4,662+93.7% |
| Participant deferral / active EE | $6,201 | $6,467-4.1% | $5,630+10.1% | $6,690-7.3% |
| Admin fee / account holder | $1,812 | $19,293-90.6% | $15,900-88.6% | $13,392-86.5% |