Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,644 | $97,125+55.1% | $86,233+74.7% | $137,256+9.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.21% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,440 | $2,841-14.1% | $2,504-2.6% | $4,156-41.3% |
| Participant deferral / active EE | $9,892 | $5,180+91.0% | $4,559+117.0% | $6,407+54.4% |
| Admin fee / account holder | $331 | $9,725-96.6% | $8,342-96.0% | $12,270-97.3% |