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 | $239,121 | $183,627+30.2% | $155,602+53.7% | $145,978+63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $3,240 | $5,316-39.0% | $4,675-30.7% | $4,662-30.5% |
| Participant deferral / active EE | $12,521 | $6,466+93.6% | $5,629+122.4% | $6,690+87.2% |
| Admin fee / account holder | $1,090 | $19,327-94.4% | $15,923-93.2% | $13,400-91.9% |