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 | $222,527 | $112,131+98.5% | $95,964+131.9% | $158,982+40.0% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 19.31% | 171.19%-151.9pp | 91.64%-72.3pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,769 | $3,199-44.7% | $2,541-30.4% | $4,763-62.9% |
| Participant deferral / active EE | $6,381 | $4,784+33.4% | $4,167+53.1% | $5,983+6.6% |
| Admin fee / account holder | $10,750 | $10,136+6.1% | $6,797+58.2% | $11,252-4.5% |