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 | $202,482 | $135,956+48.9% | $123,894+63.4% | $273,972-26.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.27% | 56.63%-50.4pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,149 | $5,170-0.4% | $4,617+11.5% | $4,869+5.8% |
| Participant deferral / active EE | $14,866 | $6,343+134.4% | $5,984+148.4% | $5,287+181.2% |
| Admin fee / account holder | $1,922 | $9,817-80.4% | $8,357-77.0% | $10,133-81.0% |