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 | $215,706 | $108,911+98.1% | $100,392+114.9% | $145,884+47.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.58% | 58.23%-40.6pp | 49.45%-31.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $4,306 | $4,420-2.6% | $3,941+9.2% | $4,662-7.6% |
| Participant deferral / active EE | $12,057 | $8,459+42.5% | $8,090+49.0% | $6,690+80.2% |
| Admin fee / account holder | $355 | $9,698-96.3% | $7,904-95.5% | $13,392-97.3% |