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 | $245,820 | $105,929+132.1% | $81,926+200.1% | $158,950+54.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 17.95% | 38.19%-20.2pp | 29.49%-11.5pp | 302.91%-285.0pp |
| Employer contribution / active EE | $12,156 | $7,802+55.8% | $4,310+182.0% | $4,762+155.3% |
| Participant deferral / active EE | $11,155 | $13,007-14.2% | $7,108+56.9% | $5,983+86.5% |
| Admin fee / account holder | $5,384 | $8,492-36.6% | $5,159+4.4% | $11,248-52.1% |