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 | $236,281 | $124,346+90.0% | $111,308+112.3% | $167,536+41.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 40.66% | 37.45%+3.2pp | 54.67%-14.0pp | 478.82%-438.2pp |
| Employer contribution / active EE | $2,116 | $3,437-38.4% | $2,732-22.5% | $4,839-56.3% |
| Participant deferral / active EE | $7,713 | $5,182+48.9% | $4,487+71.9% | $6,342+21.6% |
| Admin fee / account holder | $351 | $10,621-96.7% | $7,965-95.6% | $12,315-97.1% |