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 | $248,549 | $135,956+82.8% | $123,894+100.6% | $273,972-9.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.72% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $16,768 | $5,170+224.4% | $4,617+263.2% | $4,869+244.4% |
| Participant deferral / active EE | $13,571 | $6,343+114.0% | $5,984+126.8% | $5,287+156.7% |
| Admin fee / account holder | $1,926 | $9,817-80.4% | $8,357-77.0% | $10,133-81.0% |