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 | $203,641 | $183,592+10.9% | $155,574+30.9% | $145,877+39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,529 | $5,317-33.6% | $4,676-24.5% | $4,663-24.3% |
| Participant deferral / active EE | $6,665 | $6,466+3.1% | $5,629+18.4% | $6,691-0.4% |
| Admin fee / account holder | $947 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |