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 | $223,614 | $134,817+65.9% | $123,973+80.4% | $155,188+44.1% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.7%-6.1pp | 80.8%-10.2pp |
| Annual return | 14.47% | 515.49%-501.0pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,725 | $4,425-38.4% | $4,126-34.0% | $4,248-35.9% |
| Participant deferral / active EE | $10,000 | $5,706+75.2% | $5,247+90.6% | $6,531+53.1% |
| Admin fee / account holder | $11,707 | $13,245-11.6% | $11,799-0.8% | $14,480-19.2% |