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 | $249,085 | $201,370+23.7% | $184,256+35.2% | $145,897+70.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.48% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $11,728 | $7,024+67.0% | $6,427+82.5% | $4,663+151.5% |
| Participant deferral / active EE | $18,092 | $9,808+84.5% | $9,133+98.1% | $6,689+170.5% |
| Admin fee / account holder | $20,484 | $16,364+25.2% | $13,899+47.4% | $13,390+53.0% |