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 | $216,767 | $165,381+31.1% | $149,730+44.8% | $158,966+36.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.54% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,186 | $5,104-57.2% | $4,645-52.9% | $4,762-54.1% |
| Participant deferral / active EE | $2,829 | $7,182-60.6% | $6,843-58.7% | $5,983-52.7% |
| Admin fee / account holder | $2,833 | $10,809-73.8% | $9,310-69.6% | $11,250-74.8% |