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 | $247,224 | $112,729+119.3% | $98,716+150.4% | $137,256+80.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 19.35% | 38.48%-19.1pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $14,274 | $2,725+423.8% | $2,279+526.5% | $4,156+243.5% |
| Participant deferral / active EE | $11,432 | $4,640+146.4% | $4,048+182.4% | $6,407+78.4% |
| Admin fee / account holder | $1,494 | $10,129-85.2% | $8,703-82.8% | $12,270-87.8% |