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 | $243,722 | $162,785+49.7% | $133,959+81.9% | $158,950+53.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 46.21% | 41.94%+4.3pp | 45.09%+1.1pp | 302.91%-256.7pp |
| Employer contribution / active EE | $2,558 | $4,975-48.6% | $3,919-34.7% | $4,762-46.3% |
| Participant deferral / active EE | $4,211 | $5,910-28.8% | $5,047-16.6% | $5,983-29.6% |
| Admin fee / account holder | $829 | $11,738-92.9% | $8,928-90.7% | $11,248-92.6% |