Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $241,213 | $209,336+15.2% | $197,124+22.4% | $137,256+75.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.60% | 48.09%-27.5pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,938 | $6,591-55.4% | $6,227-52.8% | $4,156-29.3% |
| Participant deferral / active EE | $9,718 | $9,614+1.1% | $9,135+6.4% | $6,407+51.7% |
| Admin fee / account holder | $870 | $17,308-95.0% | $16,298-94.7% | $12,270-92.9% |