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 | $226,472 | $211,224+7.2% | $178,505+26.9% | $145,897+55.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 14.02% | 30.28%-16.3pp | 27.16%-13.1pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,825 | $4,577-38.3% | $3,955-28.6% | $4,663-39.4% |
| Participant deferral / active EE | $10,005 | $6,966+43.6% | $6,280+59.3% | $6,689+49.6% |
| Admin fee / account holder | $25,804 | $12,109+113.1% | $10,428+147.5% | $13,390+92.7% |