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 | $236,348 | $217,432+8.7% | $185,849+27.2% | $167,536+41.1% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 16.53% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,585 | $5,875-73.0% | $5,169-69.3% | $4,839-67.3% |
| Participant deferral / active EE | $4,300 | $6,357-32.4% | $5,569-22.8% | $6,342-32.2% |
| Admin fee / account holder | $652 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |