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 | $195,600 | $95,453+104.9% | $112,040+74.6% | $82,448+137.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.11% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,830 | $2,318+22.1% | $2,954-4.2% | $2,551+10.9% |
| Participant deferral / active EE | $5,123 | $4,224+21.3% | $5,098+0.5% | $4,139+23.8% |
| Admin fee / account holder | $3,550 | $9,013-60.6% | $12,098-70.7% | $7,234-50.9% |