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 | $234,301 | $176,794+32.5% | $146,647+59.8% | $167,553+39.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 13.52% | 24.04%-10.5pp | 22.75%-9.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $16,789 | $5,161+225.3% | $4,137+305.8% | $4,840+246.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $576 | $13,262-95.7% | $10,281-94.4% | $12,316-95.3% |