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 | $249,361 | $183,539+35.9% | $155,556+60.3% | $145,897+70.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 16.13% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $5,190 | $5,315-2.3% | $4,675+11.0% | $4,663+11.3% |
| Participant deferral / active EE | $4,886 | $6,467-24.5% | $5,631-13.2% | $6,689-27.0% |
| Admin fee / account holder | $2,152 | $19,275-88.8% | $15,885-86.5% | $13,390-83.9% |