Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $180,307 | $154,228+16.9% | $145,433+24.0% | $137,256+31.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.32% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,877 | $4,804-40.1% | $4,554-36.8% | $4,156-30.8% |
| Participant deferral / active EE | $12,226 | $8,216+48.8% | $7,897+54.8% | $6,407+90.8% |
| Admin fee / account holder | $4,809 | $14,344-66.5% | $13,129-63.4% | $12,270-60.8% |