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 | $224,977 | $197,625+13.8% | $177,840+26.5% | $158,966+41.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.84% | 58.76%-40.9pp | 48.32%-30.5pp | 302.95%-285.1pp |
| Employer contribution / active EE | $5,952 | $6,698-11.1% | $5,919+0.6% | $4,762+25.0% |
| Participant deferral / active EE | $15,764 | $8,405+87.6% | $7,714+104.4% | $5,983+163.5% |
| Admin fee / account holder | $1,719 | $15,405-88.8% | $12,431-86.2% | $11,250-84.7% |