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 | $210,361 | $227,399-7.5% | $189,758+10.9% | $198,609+5.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 15.01% | 61.03%-46.0pp | 52.62%-37.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $4,338 | $5,526-21.5% | $4,767-9.0% | $5,055-14.2% |
| Participant deferral / active EE | $10,292 | $6,837+50.5% | $5,856+75.7% | $6,977+47.5% |
| Admin fee / account holder | $2,145 | $25,162-91.5% | $20,388-89.5% | $19,030-88.7% |