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 | $126,640 | $184,000-31.2% | $162,185-21.9% | $152,909-17.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 23.87% | 150.80%-126.9pp | 115.61%-91.7pp | 345.46%-321.6pp |
| Employer contribution / active EE | $7,496 | $6,370+17.7% | $5,613+33.5% | $4,764+57.4% |
| Participant deferral / active EE | $12,352 | $8,033+53.8% | $7,297+69.3% | $5,851+111.1% |
| Admin fee / account holder | $9,794 | $13,124-25.4% | $10,844-9.7% | $11,601-15.6% |