Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $244,498 | $185,856+31.6% | $170,028+43.8% | $139,456+75.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.57% | 60.52%-40.0pp | 53.39%-32.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $5,070 | $7,593-33.2% | $6,788-25.3% | $4,753+6.7% |
| Participant deferral / active EE | $15,889 | $11,623+36.7% | $10,409+52.7% | $6,711+136.8% |
| Admin fee / account holder | $1,202 | $15,387-92.2% | $12,820-90.6% | $11,407-89.5% |