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 | $240,556 | $154,228+56.0% | $145,433+65.4% | $137,256+75.3% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $16,311 | $4,804+239.5% | $4,554+258.1% | $4,156+292.5% |
| Participant deferral / active EE | $7,137 | $8,216-13.1% | $7,897-9.6% | $6,407+11.4% |
| Admin fee / account holder | $3,032 | $14,344-78.9% | $13,129-76.9% | $12,270-75.3% |