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 | $194,354 | $127,273+52.7% | $109,895+76.9% | $167,518+16.0% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.2%-0.9pp | 82.1%-8.8pp |
| Annual return | 15.14% | 22.97%-7.8pp | 29.46%-14.3pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,216 | $3,324-33.3% | $2,843-22.1% | $4,838-54.2% |
| Participant deferral / active EE | $7,123 | $4,515+57.8% | $4,049+75.9% | $6,342+12.3% |
| Admin fee / account holder | $5,841 | $7,117-17.9% | $6,067-3.7% | $12,312-52.6% |