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 | $204,946 | $154,228+32.9% | $145,433+40.9% | $137,256+49.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,529 | $4,804-68.2% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $12,987 | $8,216+58.1% | $7,897+64.4% | $6,407+102.7% |
| Admin fee / account holder | $2,968 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |