Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $212,148 | $157,829+34.4% | $136,867+55.0% | $198,609+6.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.13% | 51.25%-34.1pp | 42.97%-25.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $3,538 | $3,923-9.8% | $3,547-0.2% | $5,055-30.0% |
| Participant deferral / active EE | $9,978 | $5,463+82.6% | $4,924+102.7% | $6,977+43.0% |
| Admin fee / account holder | $1,318 | $11,107-88.1% | $10,340-87.2% | $19,030-93.1% |