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 | $206,647 | $162,136+27.5% | $152,301+35.7% | $154,746+33.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.05% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,000 | $4,890+2.3% | $4,624+8.1% | $4,379+14.2% |
| Participant deferral / active EE | $6,018 | $8,341-27.9% | $8,004-24.8% | $6,730-10.6% |
| Admin fee / account holder | $4,314 | $15,759-72.6% | $14,398-70.0% | $14,365-70.0% |