Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $229,826 | $178,174+29.0% | $156,181+47.2% | $137,256+67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.38% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,480 | $4,972+10.2% | $4,294+27.6% | $4,156+31.9% |
| Participant deferral / active EE | $13,081 | $6,888+89.9% | $6,132+113.3% | $6,407+104.2% |
| Admin fee / account holder | $38,357 | $17,404+120.4% | $14,586+163.0% | $12,270+212.6% |