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 | $204,536 | $124,980+63.7% | $108,359+88.8% | $154,746+32.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.31% | 45.00%-34.7pp | 36.89%-26.6pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,959 | $2,851+3.8% | $2,399+23.3% | $4,379-32.4% |
| Participant deferral / active EE | $3,809 | $4,743-19.7% | $4,137-7.9% | $6,730-43.4% |
| Admin fee / account holder | $1,420 | $11,502-87.7% | $9,741-85.4% | $14,365-90.1% |