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 | $230,834 | $178,174+29.6% | $156,181+47.8% | $137,256+68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.27% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,780 | $4,972-64.2% | $4,294-58.5% | $4,156-57.2% |
| Participant deferral / active EE | $4,748 | $6,888-31.1% | $6,132-22.6% | $6,407-25.9% |
| Admin fee / account holder | $4,288 | $17,404-75.4% | $14,586-70.6% | $12,270-65.1% |