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 | $221,606 | $152,612+45.2% | $125,192+77.0% | $152,897+44.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 22.60% | 54.85%-32.2pp | 43.79%-21.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,950 | $4,947-40.4% | $3,866-23.7% | $4,764-38.1% |
| Participant deferral / active EE | $9,104 | $5,868+55.1% | $4,937+84.4% | $5,851+55.6% |
| Admin fee / account holder | $11,285 | $13,437-16.0% | $9,704+16.3% | $11,599-2.7% |