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 | $192,402 | $275,752-30.2% | $256,809-25.1% | $198,609-3.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.54% | 34.81%-21.3pp | 32.73%-19.2pp | 202.70%-189.2pp |
| Employer contribution / active EE | $5,800 | $7,721-24.9% | $7,263-20.1% | $5,055+14.7% |
| Participant deferral / active EE | $17,156 | $10,037+70.9% | $9,520+80.2% | $6,977+145.9% |
| Admin fee / account holder | $8,961 | $25,716-65.2% | $25,146-64.4% | $19,030-52.9% |