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 | $244,687 | $174,018+40.6% | $136,833+78.8% | $198,609+23.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 16.01% | 35.16%-19.2pp | 35.32%-19.3pp | 202.70%-186.7pp |
| Employer contribution / active EE | $6,064 | $1,571+285.9% | $1,319+359.9% | $5,055+19.9% |
| Participant deferral / active EE | $10,482 | $2,873+264.8% | $2,441+329.4% | $6,977+50.2% |
| Admin fee / account holder | $1,268 | $5,434-76.7% | $4,706-73.1% | $19,030-93.3% |