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 | $245,941 | $211,224+16.4% | $178,505+37.8% | $145,897+68.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,878 | $4,577+6.6% | $3,955+23.3% | $4,663+4.6% |
| Participant deferral / active EE | $9,339 | $6,966+34.1% | $6,280+48.7% | $6,689+39.6% |
| Admin fee / account holder | $6,758 | $12,109-44.2% | $10,428-35.2% | $13,390-49.5% |