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 | $191,072 | $101,618+88.0% | $93,063+105.3% | $137,256+39.2% |
| Participation rate | 86.7% | 74.9%+11.7pp | 72.1%+14.6pp | 80.0%+6.7pp |
| Annual return | 17.75% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $13,964 | $2,707+415.8% | $2,476+464.0% | $4,156+236.0% |
| Participant deferral / active EE | $13,306 | $4,279+210.9% | $3,958+236.2% | $6,407+107.7% |
| Admin fee / account holder | $1,429 | $6,198-76.9% | $6,033-76.3% | $12,270-88.4% |