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 | $199,562 | $100,970+97.6% | $96,576+106.6% | $137,256+45.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.26% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,755 | $3,809+77.3% | $3,553+90.1% | $4,156+62.5% |
| Participant deferral / active EE | $10,586 | $8,286+27.8% | $7,956+33.0% | $6,407+65.2% |
| Admin fee / account holder | $924 | $11,312-91.8% | $11,381-91.9% | $12,270-92.5% |