Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $180,931 | $111,535+62.2% | $105,223+71.9% | $137,256+31.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 13.08% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,315 | $3,939-15.8% | $3,689-10.1% | $4,156-20.2% |
| Participant deferral / active EE | $12,037 | $5,500+118.9% | $5,072+137.3% | $6,407+87.9% |
| Admin fee / account holder | $3,730 | $9,721-61.6% | $8,859-57.9% | $12,270-69.6% |