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 | $210,615 | $201,372+4.6% | $184,260+14.3% | $145,884+44.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.17% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $4,128 | $7,024-41.2% | $6,427-35.8% | $4,662-11.5% |
| Participant deferral / active EE | $7,830 | $9,808-20.2% | $9,133-14.3% | $6,690+17.0% |
| Admin fee / account holder | $23,112 | $16,362+41.3% | $13,898+66.3% | $13,392+72.6% |