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 | $195,027 | $227,399-14.2% | $189,758+2.8% | $198,609-1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.51% | 61.03%-46.5pp | 52.62%-38.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,317 | $5,526-40.0% | $4,767-30.4% | $5,055-34.4% |
| Participant deferral / active EE | $11,555 | $6,837+69.0% | $5,856+97.3% | $6,977+65.6% |
| Admin fee / account holder | $803 | $25,162-96.8% | $20,388-96.1% | $19,030-95.8% |