Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $183,634 | $209,336-12.3% | $197,124-6.8% | $137,256+33.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.44% | 48.09%-17.7pp | 44.34%-13.9pp | 220.34%-189.9pp |
| Employer contribution / active EE | $3,468 | $6,591-47.4% | $6,227-44.3% | $4,156-16.6% |
| Participant deferral / active EE | $13,094 | $9,614+36.2% | $9,135+43.3% | $6,407+104.4% |
| Admin fee / account holder | $21,603 | $17,308+24.8% | $16,298+32.5% | $12,270+76.1% |