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 | $189,850 | $135,956+39.6% | $123,894+53.2% | $273,972-30.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.73% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $5,560 | $5,170+7.6% | $4,617+20.4% | $4,869+14.2% |
| Participant deferral / active EE | $8,912 | $6,343+40.5% | $5,984+48.9% | $5,287+68.6% |
| Admin fee / account holder | $16,571 | $9,817+68.8% | $8,357+98.3% | $10,133+63.5% |