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 | $213,122 | $115,810+84.0% | $101,271+110.4% | $158,966+34.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 16.07% | 56.15%-40.1pp | 46.48%-30.4pp | 302.95%-286.9pp |
| Employer contribution / active EE | $7,596 | $4,175+81.9% | $3,660+107.5% | $4,762+59.5% |
| Participant deferral / active EE | $13,748 | $4,958+177.3% | $4,371+214.6% | $5,983+129.8% |
| Admin fee / account holder | $1,517 | $7,248-79.1% | $5,948-74.5% | $11,250-86.5% |