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 | $194,193 | $148,629+30.7% | $135,982+42.8% | $139,487+39.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.29% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $8,472 | $5,247+61.5% | $4,859+74.4% | $4,755+78.2% |
| Participant deferral / active EE | $9,445 | $8,102+16.6% | $7,760+21.7% | $6,713+40.7% |
| Admin fee / account holder | $1,570 | $12,406-87.3% | $10,767-85.4% | $11,407-86.2% |