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 | $190,942 | $198,457-3.8% | $170,435+12.0% | $147,586+29.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.59% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $8,726 | $6,183+41.1% | $5,432+60.6% | $4,876+78.9% |
| Participant deferral / active EE | $10,122 | $5,629+79.8% | $4,939+104.9% | $5,439+86.1% |
| Admin fee / account holder | $8,852 | $16,852-47.5% | $13,881-36.2% | $10,886-18.7% |