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 | $209,052 | $157,276+32.9% | $141,177+48.1% | $152,885+36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.41% | 64.33%-33.9pp | 71.40%-41.0pp | 345.39%-315.0pp |
| Employer contribution / active EE | $3,679 | $5,262-30.1% | $4,736-22.3% | $4,763-22.8% |
| Participant deferral / active EE | $7,760 | $7,110+9.1% | $6,710+15.7% | $5,851+32.6% |
| Admin fee / account holder | $2,842 | $12,123-76.6% | $10,263-72.3% | $11,598-75.5% |