Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $240,795 | $175,231+37.4% | $149,696+60.9% | $139,466+72.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 16.55% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $4,162 | $5,478-24.0% | $4,821-13.7% | $4,754-12.4% |
| Participant deferral / active EE | $6,261 | $6,521-4.0% | $5,682+10.2% | $6,712-6.7% |
| Admin fee / account holder | $3,049 | $16,155-81.1% | $13,212-76.9% | $11,409-73.3% |