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 | $196,534 | $97,125+102.4% | $86,233+127.9% | $137,256+43.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.84% | 74.19%-54.3pp | 61.39%-41.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $13,041 | $2,841+359.0% | $2,504+420.7% | $4,156+213.8% |
| Participant deferral / active EE | $14,223 | $5,180+174.6% | $4,559+212.0% | $6,407+122.0% |
| Admin fee / account holder | $1,433 | $9,725-85.3% | $8,342-82.8% | $12,270-88.3% |