Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $235,123 | $178,174+32.0% | $156,181+50.5% | $137,256+71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.38% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,392 | $4,972+48.7% | $4,294+72.1% | $4,156+77.9% |
| Participant deferral / active EE | $12,073 | $6,888+75.3% | $6,132+96.9% | $6,407+88.4% |
| Admin fee / account holder | $2,513 | $17,404-85.6% | $14,586-82.8% | $12,270-79.5% |