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 | $215,064 | $139,948+53.7% | $121,663+76.8% | $154,746+39.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.53% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $7,768 | $3,521+120.6% | $3,020+157.2% | $4,379+77.4% |
| Participant deferral / active EE | $12,194 | $5,629+116.6% | $4,887+149.5% | $6,730+81.2% |
| Admin fee / account holder | $15,616 | $17,321-9.8% | $14,289+9.3% | $14,365+8.7% |