Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $240,666 | $148,629+61.9% | $135,982+77.0% | $139,487+72.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.24% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,971 | $5,247-62.4% | $4,859-59.4% | $4,755-58.5% |
| Participant deferral / active EE | $9,183 | $8,102+13.3% | $7,760+18.3% | $6,713+36.8% |
| Admin fee / account holder | $1,276 | $12,406-89.7% | $10,767-88.2% | $11,407-88.8% |