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 | $206,271 | $156,398+31.9% | $147,318+40.0% | $138,895+48.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,923 | $4,853+22.0% | $4,593+29.0% | $4,194+41.2% |
| Participant deferral / active EE | $15,484 | $8,237+88.0% | $7,906+95.8% | $6,396+142.1% |
| Admin fee / account holder | $913 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |