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 | $210,410 | $129,737+62.2% | $119,126+76.6% | $154,746+36.0% |
| Participation rate | 90.5% | 78.9%+11.6pp | 75.8%+14.7pp | 80.7%+9.8pp |
| Annual return | 51.57% | 379.08%-327.5pp | 282.11%-230.5pp | 172.34%-120.8pp |
| Employer contribution / active EE | $4,792 | $4,375+9.5% | $4,034+18.8% | $4,379+9.4% |
| Participant deferral / active EE | $3,282 | $5,842-43.8% | $5,318-38.3% | $6,730-51.2% |
| Admin fee / account holder | $29,665 | $11,961+148.0% | $10,693+177.4% | $14,365+106.5% |