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 | $203,065 | $95,959+111.6% | $97,411+108.5% | $138,895+46.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 17.44% | 29.30%-11.9pp | 34.72%-17.3pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,312 | $4,278-22.6% | $4,210-21.3% | $4,194-21.0% |
| Participant deferral / active EE | $11,745 | $5,876+99.9% | $5,886+99.6% | $6,396+83.6% |
| Admin fee / account holder | $473 | $7,555-93.7% | $7,145-93.4% | $12,562-96.2% |