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 | $198,734 | $124,425+59.7% | $112,040+77.4% | $137,256+44.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.21% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $18,739 | $3,411+449.3% | $2,954+534.4% | $4,156+350.9% |
| Participant deferral / active EE | $12,861 | $5,718+124.9% | $5,098+152.3% | $6,407+100.7% |
| Admin fee / account holder | $2,331 | $15,207-84.7% | $12,098-80.7% | $12,270-81.0% |