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 | $222,746 | $165,939+34.2% | $122,354+82.0% | $147,586+50.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.47% | 34.56%-20.1pp | 30.28%-15.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,871 | $5,754+2.0% | $4,051+44.9% | $4,876+20.4% |
| Participant deferral / active EE | $7,856 | $4,005+96.1% | $3,287+139.0% | $5,439+44.5% |
| Admin fee / account holder | $2,208 | $7,425-70.3% | $5,479-59.7% | $10,886-79.7% |