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 | $220,207 | $217,432+1.3% | $185,851+18.5% | $167,553+31.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.00% | 148.43%-132.4pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,496 | $5,874-57.5% | $5,168-51.7% | $4,840-48.4% |
| Participant deferral / active EE | $6,255 | $6,357-1.6% | $5,569+12.3% | $6,343-1.4% |
| Admin fee / account holder | $2,480 | $19,820-87.5% | $16,245-84.7% | $12,316-79.9% |