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 | $245,119 | $162,136+51.2% | $152,301+60.9% | $154,746+58.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.96% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $8,473 | $4,890+73.3% | $4,624+83.2% | $4,379+93.5% |
| Participant deferral / active EE | $13,225 | $8,341+58.6% | $8,004+65.2% | $6,730+96.5% |
| Admin fee / account holder | $19,790 | $15,759+25.6% | $14,398+37.5% | $14,365+37.8% |