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 | $221,299 | $155,555+42.3% | $146,866+50.7% | $155,188+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.74% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,317 | $4,647-28.6% | $4,425-25.0% | $4,248-21.9% |
| Participant deferral / active EE | $11,758 | $8,044+46.2% | $7,759+51.5% | $6,531+80.0% |
| Admin fee / account holder | $994 | $14,755-93.3% | $13,620-92.7% | $14,480-93.1% |