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 | $241,280 | $178,174+35.4% | $156,181+54.5% | $137,256+75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.81% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,082 | $4,972-58.1% | $4,294-51.5% | $4,156-49.9% |
| Participant deferral / active EE | $8,325 | $6,888+20.9% | $6,132+35.8% | $6,407+29.9% |
| Admin fee / account holder | $2,774 | $17,404-84.1% | $14,586-81.0% | $12,270-77.4% |