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 | $207,959 | $148,623+39.9% | $135,974+52.9% | $139,466+49.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.94% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $4,237 | $5,246-19.2% | $4,859-12.8% | $4,754-10.9% |
| Participant deferral / active EE | $12,619 | $8,103+55.7% | $7,760+62.6% | $6,712+88.0% |
| Admin fee / account holder | $4,876 | $12,406-60.7% | $10,767-54.7% | $11,409-57.3% |