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 | $238,234 | $154,228+54.5% | $145,433+63.8% | $137,256+73.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,864 | $4,804+1.2% | $4,554+6.8% | $4,156+17.0% |
| Participant deferral / active EE | $16,943 | $8,216+106.2% | $7,897+114.5% | $6,407+164.5% |
| Admin fee / account holder | $1,767 | $14,344-87.7% | $13,129-86.5% | $12,270-85.6% |