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 | $118,989 | $198,457-40.0% | $170,435-30.2% | $147,586-19.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $8,644 | $6,183+39.8% | $5,432+59.1% | $4,876+77.3% |
| Participant deferral / active EE | $11,243 | $5,629+99.7% | $4,939+127.6% | $5,439+106.7% |
| Admin fee / account holder | $12,984 | $16,852-23.0% | $13,881-6.5% | $10,886+19.3% |