Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $219,532 | $110,379+98.9% | $102,412+114.4% | $145,884+50.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.67% | 24.84%+0.8pp | 24.94%+0.7pp | 551.85%-526.2pp |
| Employer contribution / active EE | $5,038 | $4,216+19.5% | $3,870+30.2% | $4,662+8.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,243 | $9,745-46.2% | $8,388-37.5% | $13,392-60.8% |