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 | $240,348 | $209,422+14.8% | $178,503+34.6% | $158,982+51.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.98% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $5,709 | $5,7070% | $5,011+13.9% | $4,763+19.9% |
| Participant deferral / active EE | $6,146 | $5,955+3.2% | $5,202+18.1% | $5,983+2.7% |
| Admin fee / account holder | $2,116 | $17,079-87.6% | $13,987-84.9% | $11,252-81.2% |