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 | $198,054 | $156,398+26.6% | $147,318+34.4% | $138,895+42.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.88% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,215 | $4,853+7.4% | $4,593+13.5% | $4,194+24.3% |
| Participant deferral / active EE | $10,857 | $8,237+31.8% | $7,906+37.3% | $6,396+69.7% |
| Admin fee / account holder | $2,418 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |