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 | $212,339 | $156,398+35.8% | $147,318+44.1% | $138,895+52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.56% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,149 | $4,853-35.1% | $4,593-31.4% | $4,194-24.9% |
| Participant deferral / active EE | $7,866 | $8,237-4.5% | $7,906-0.5% | $6,396+23.0% |
| Admin fee / account holder | $946 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |