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 | $230,136 | $174,379+32.0% | $152,093+51.3% | $138,895+65.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,486 | $4,652-46.5% | $4,175-40.4% | $4,194-40.7% |
| Participant deferral / active EE | $5,739 | $6,159-6.8% | $5,451+5.3% | $6,396-10.3% |
| Admin fee / account holder | $16,901 | $16,880+0.1% | $14,497+16.6% | $12,562+34.5% |