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 | $212,092 | $124,351+70.6% | $109,188+94.2% | $167,553+26.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 10.38% | 26.04%-15.7pp | 25.76%-15.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $9,406 | $4,210+123.4% | $3,723+152.6% | $4,840+94.3% |
| Participant deferral / active EE | $3,536 | $5,257-32.7% | $4,654-24.0% | $6,343-44.2% |
| Admin fee / account holder | $4,731 | $7,975-40.7% | $6,755-30.0% | $12,316-61.6% |