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 | $178,205 | $106,280+67.7% | $96,538+84.6% | $139,487+27.8% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 15.67% | 38.48%-22.8pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $12,035 | $4,107+193.0% | $3,740+221.8% | $4,755+153.1% |
| Participant deferral / active EE | $6,085 | $5,457+11.5% | $4,880+24.7% | $6,713-9.4% |
| Admin fee / account holder | $938 | $7,888-88.1% | $6,737-86.1% | $11,407-91.8% |