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 | $126,661+56.9% | $113,397+75.3% | $138,895+43.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 14.21% | 25.05%-10.8pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $18,739 | $3,456+442.2% | $2,977+529.4% | $4,194+346.8% |
| Participant deferral / active EE | $12,861 | $5,693+125.9% | $5,076+153.3% | $6,396+101.1% |
| Admin fee / account holder | $2,331 | $14,549-84.0% | $11,957-80.5% | $12,562-81.4% |