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 | $233,598 | $172,111+35.7% | $150,298+55.4% | $137,256+70.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 13.68% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $11,865 | $4,636+155.9% | $4,154+185.6% | $4,156+185.5% |
| Participant deferral / active EE | $9,236 | $6,166+49.8% | $5,453+69.4% | $6,407+44.2% |
| Admin fee / account holder | $1,380 | $16,471-91.6% | $14,116-90.2% | $12,270-88.8% |