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 | $204,311 | $183,516+11.3% | $155,534+31.4% | $145,884+40.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.71% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $4,503 | $5,315-15.3% | $4,675-3.7% | $4,662-3.4% |
| Participant deferral / active EE | $21,277 | $6,467+229.0% | $5,630+277.9% | $6,690+218.1% |
| Admin fee / account holder | $836 | $19,293-95.7% | $15,900-94.7% | $13,392-93.8% |