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 | $217,992 | $118,496+84.0% | $98,461+121.4% | $139,466+56.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.82% | 18.96%+2.9pp | 21.17%+0.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $7,981 | $3,611+121.1% | $3,049+161.8% | $4,754+67.9% |
| Participant deferral / active EE | $7,511 | $5,393+39.3% | $4,738+58.5% | $6,712+11.9% |
| Admin fee / account holder | $14,093 | $14,056+0.3% | $8,961+57.3% | $11,409+23.5% |