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 | $196,522 | $198,457-1.0% | $170,435+15.3% | $147,586+33.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.33% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $7,933 | $6,183+28.3% | $5,432+46.0% | $4,876+62.7% |
| Participant deferral / active EE | $15,081 | $5,629+167.9% | $4,939+205.3% | $5,439+177.3% |
| Admin fee / account holder | $329 | $16,852-98.1% | $13,881-97.6% | $10,886-97.0% |