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 | $238,861 | $148,623+60.7% | $135,974+75.7% | $139,466+71.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.48% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,562 | $5,246-70.2% | $4,859-67.8% | $4,754-67.1% |
| Participant deferral / active EE | $6,968 | $8,103-14.0% | $7,760-10.2% | $6,712+3.8% |
| Admin fee / account holder | $524 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |