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 | $184,588 | $165,381+11.6% | $149,730+23.3% | $158,966+16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.42% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.5pp |
| Employer contribution / active EE | $2,503 | $5,104-51.0% | $4,645-46.1% | $4,762-47.4% |
| Participant deferral / active EE | $13,850 | $7,182+92.8% | $6,843+102.4% | $5,983+131.5% |
| Admin fee / account holder | $1,243 | $10,809-88.5% | $9,310-86.6% | $11,250-88.9% |