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 | $200,972 | $166,268+20.9% | $165,100+21.7% | $145,897+37.7% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 12.34% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $6,643 | $5,284+25.7% | $4,348+52.8% | $4,663+42.5% |
| Participant deferral / active EE | $14,373 | $6,964+106.4% | $6,035+138.1% | $6,689+114.9% |
| Admin fee / account holder | $990 | $16,659-94.1% | $12,696-92.2% | $13,390-92.6% |