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 | $204,184 | $172,111+18.6% | $150,298+35.9% | $137,256+48.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.47% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,666 | $4,636-20.9% | $4,154-11.8% | $4,156-11.8% |
| Participant deferral / active EE | $9,134 | $6,166+48.1% | $5,453+67.5% | $6,407+42.6% |
| Admin fee / account holder | $3,344 | $16,471-79.7% | $14,116-76.3% | $12,270-72.8% |