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 | $249,284 | $198,457+25.6% | $170,435+46.3% | $147,586+68.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 13.34% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,407 | $6,183-61.1% | $5,432-55.7% | $4,876-50.6% |
| Participant deferral / active EE | $6,100 | $5,629+8.4% | $4,939+23.5% | $5,439+12.2% |
| Admin fee / account holder | $3,774 | $16,852-77.6% | $13,881-72.8% | $10,886-65.3% |