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 | $192,023 | $115,814+65.8% | $101,275+89.6% | $158,982+20.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.57% | 56.16%-44.6pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $4,303 | $4,176+3.0% | $3,660+17.6% | $4,763-9.7% |
| Participant deferral / active EE | $6,123 | $4,958+23.5% | $4,371+40.1% | $5,983+2.3% |
| Admin fee / account holder | $2,527 | $7,249-65.1% | $5,948-57.5% | $11,252-77.5% |