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 | $204,840 | $103,393+98.1% | $87,103+135.2% | $152,909+34.0% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 18.60% | 28.10%-9.5pp | 28.19%-9.6pp | 345.46%-326.9pp |
| Employer contribution / active EE | $4,152 | $3,221+28.9% | $2,521+64.7% | $4,764-12.8% |
| Participant deferral / active EE | $6,836 | $4,778+43.1% | $4,049+68.9% | $5,851+16.8% |
| Admin fee / account holder | $3,820 | $12,195-68.7% | $7,491-49.0% | $11,601-67.1% |