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 | $215,688 | $106,267+103.0% | $96,520+123.5% | $139,456+54.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.44% | 38.45%-21.0pp | 35.72%-18.3pp | 373.45%-356.0pp |
| Employer contribution / active EE | $3,192 | $4,105-22.2% | $3,739-14.6% | $4,753-32.8% |
| Participant deferral / active EE | $11,064 | $5,454+102.8% | $4,879+126.8% | $6,711+64.9% |
| Admin fee / account holder | $1,364 | $7,882-82.7% | $6,733-79.7% | $11,407-88.0% |