Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $219,021 | $209,422+4.6% | $178,503+22.7% | $158,982+37.8% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 14.87% | 188.81%-173.9pp | 151.12%-136.3pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,342 | $5,707-59.0% | $5,011-53.3% | $4,763-50.8% |
| Participant deferral / active EE | $4,775 | $5,955-19.8% | $5,202-8.2% | $5,983-20.2% |
| Admin fee / account holder | $627 | $17,079-96.3% | $13,987-95.5% | $11,252-94.4% |