Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $189,952 | $154,228+23.2% | $145,433+30.6% | $137,256+38.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,559 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $12,685 | $8,216+54.4% | $7,897+60.6% | $6,407+98.0% |
| Admin fee / account holder | $750 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |