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 | $223,872 | $157,296+42.3% | $141,191+58.6% | $152,897+46.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 25.21% | 64.34%-39.1pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,912 | $5,262-63.7% | $4,736-59.6% | $4,764-59.9% |
| Participant deferral / active EE | $11,574 | $7,111+62.8% | $6,710+72.5% | $5,851+97.8% |
| Admin fee / account holder | $2,220 | $12,125-81.7% | $10,264-78.4% | $11,599-80.9% |