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 | $239,270 | $201,372+18.8% | $184,260+29.9% | $145,884+64.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.76% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $12,024 | $7,024+71.2% | $6,427+87.1% | $4,662+157.9% |
| Participant deferral / active EE | $6,964 | $9,808-29.0% | $9,133-23.7% | $6,690+4.1% |
| Admin fee / account holder | $7,785 | $16,362-52.4% | $13,898-44.0% | $13,392-41.9% |