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 | $236,726 | $174,379+35.8% | $152,093+55.6% | $138,895+70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.92% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $4,809 | $4,652+3.4% | $4,175+15.2% | $4,194+14.7% |
| Participant deferral / active EE | $4,429 | $6,159-28.1% | $5,451-18.7% | $6,396-30.8% |
| Admin fee / account holder | $1,587 | $16,880-90.6% | $14,497-89.1% | $12,562-87.4% |