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 | $216,984 | $197,625+9.8% | $177,840+22.0% | $158,966+36.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.68% | 58.76%-43.1pp | 48.32%-32.6pp | 302.95%-287.3pp |
| Employer contribution / active EE | $17,537 | $6,698+161.8% | $5,919+196.3% | $4,762+268.2% |
| Participant deferral / active EE | $16,261 | $8,405+93.5% | $7,714+110.8% | $5,983+171.8% |
| Admin fee / account holder | $14,156 | $15,405-8.1% | $12,431+13.9% | $11,250+25.8% |