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 | $230,042 | $196,972+16.8% | $182,262+26.2% | $198,609+15.8% |
| Participation rate | 72.7% | 85.7%-13.0pp | 84.2%-11.5pp | 82.4%-9.7pp |
| Annual return | 14.15% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,851 | $5,364-46.9% | $5,046-43.5% | $5,055-43.6% |
| Participant deferral / active EE | $14,257 | $8,643+65.0% | $8,276+72.3% | $6,977+104.4% |
| Admin fee / account holder | $1,336 | $18,429-92.7% | $16,712-92.0% | $19,030-93.0% |