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 | $220,950 | $212,386+4.0% | $199,883+10.5% | $138,895+59.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.37% | 47.75%-28.4pp | 43.81%-24.4pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,390 | $6,625-48.8% | $6,261-45.9% | $4,194-19.2% |
| Participant deferral / active EE | $13,518 | $9,617+40.6% | $9,138+47.9% | $6,396+111.3% |
| Admin fee / account holder | $1,844 | $18,233-89.9% | $17,268-89.3% | $12,562-85.3% |