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 | $188,015 | $118,708+58.4% | $98,920+90.1% | $158,982+18.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 18.93% | 372.49%-353.6pp | 196.47%-177.5pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,216 | $3,334-3.5% | $2,689+19.6% | $4,763-32.5% |
| Participant deferral / active EE | $8,209 | $5,089+61.3% | $4,245+93.4% | $5,983+37.2% |
| Admin fee / account holder | $705 | $10,134-93.0% | $6,643-89.4% | $11,252-93.7% |