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 | $243,795 | $162,136+50.4% | $152,301+60.1% | $154,746+57.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.74% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,555 | $4,890-27.3% | $4,624-23.1% | $4,379-18.8% |
| Participant deferral / active EE | $10,601 | $8,341+27.1% | $8,004+32.5% | $6,730+57.5% |
| Admin fee / account holder | $6,832 | $15,759-56.6% | $14,398-52.5% | $14,365-52.4% |