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 | $193,822 | $168,635+14.9% | $147,617+31.3% | $125,389+54.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 35.73% | 77.65%-41.9pp | 61.98%-26.3pp | 282.24%-246.5pp |
| Employer contribution / active EE | $9,224 | $6,252+47.5% | $5,564+65.8% | $4,866+89.6% |
| Participant deferral / active EE | $7,636 | $5,507+38.7% | $4,895+56.0% | $5,352+42.7% |
| Admin fee / account holder | $3,107 | $13,580-77.1% | $11,612-73.2% | $9,541-67.4% |