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 | $243,242 | $148,623+63.7% | $135,974+78.9% | $139,466+74.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.82% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $4,845 | $5,246-7.7% | $4,859-0.3% | $4,754+1.9% |
| Participant deferral / active EE | $11,000 | $8,103+35.8% | $7,760+41.8% | $6,712+63.9% |
| Admin fee / account holder | $1,276 | $12,406-89.7% | $10,767-88.1% | $11,409-88.8% |