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 | $221,510 | $181,896+21.8% | $156,551+41.5% | $273,972-19.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $10,118 | $6,248+61.9% | $5,501+83.9% | $4,869+107.8% |
| Participant deferral / active EE | $7,439 | $5,550+34.0% | $4,871+52.7% | $5,287+40.7% |
| Admin fee / account holder | $3,315 | $15,560-78.7% | $13,028-74.6% | $10,133-67.3% |