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 | $191,859 | $111,535+72.0% | $105,223+82.3% | $137,256+39.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 20.56% | 237.85%-217.3pp | 180.65%-160.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,833 | $3,939+48.1% | $3,689+58.1% | $4,156+40.4% |
| Participant deferral / active EE | $8,660 | $5,500+57.5% | $5,072+70.8% | $6,407+35.2% |
| Admin fee / account holder | $2,383 | $9,721-75.5% | $8,859-73.1% | $12,270-80.6% |