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 | $199,981 | $105,200+90.1% | $159,474+25.4% | $85,847+133.0% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 21.42% | 45.08%-23.7pp | 263.68%-242.3pp | 318.61%-297.2pp |
| Employer contribution / active EE | $6,043 | $3,319+82.1% | $4,831+25.1% | $2,565+135.6% |
| Participant deferral / active EE | $7,017 | $5,946+18.0% | $7,353-4.6% | $3,952+77.6% |
| Admin fee / account holder | $3,849 | $6,934-44.5% | $10,802-64.4% | $6,261-38.5% |