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 | $187,810 | $124,425+50.9% | $112,040+67.6% | $137,256+36.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.98% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,618 | $3,411+35.4% | $2,954+56.3% | $4,156+11.1% |
| Participant deferral / active EE | $10,391 | $5,718+81.7% | $5,098+103.8% | $6,407+62.2% |
| Admin fee / account holder | $20,014 | $15,207+31.6% | $12,098+65.4% | $12,270+63.1% |