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 | $194,953 | $110,410+76.6% | $102,437+90.3% | $145,897+33.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 22.26% | 24.85%-2.6pp | 24.95%-2.7pp | 552.29%-530.0pp |
| Employer contribution / active EE | $8,491 | $4,217+101.4% | $3,871+119.4% | $4,663+82.1% |
| Participant deferral / active EE | $7,545 | $5,622+34.2% | $5,060+49.1% | $6,689+12.8% |
| Admin fee / account holder | $1,696 | $9,745-82.6% | $8,388-79.8% | $13,390-87.3% |