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 | $242,139 | $157,304+53.9% | $141,197+71.5% | $152,909+58.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 20.39% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,743 | $5,263-28.9% | $4,736-21.0% | $4,764-21.4% |
| Participant deferral / active EE | $9,206 | $7,111+29.5% | $6,710+37.2% | $5,851+57.3% |
| Admin fee / account holder | $4,485 | $12,126-63.0% | $10,265-56.3% | $11,601-61.3% |