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 | $236,123 | $111,301+112.1% | $112,977+109.0% | $158,966+48.5% |
| Participation rate | 92.3% | 83.5%+8.8pp | 82.6%+9.7pp | 82.0%+10.3pp |
| Annual return | 13.80% | 26.40%-12.6pp | 24.24%-10.4pp | 302.95%-289.1pp |
| Employer contribution / active EE | $11,762 | $4,471+163.1% | $4,255+176.4% | $4,762+147.0% |
| Participant deferral / active EE | $11,843 | $5,880+101.4% | $5,836+102.9% | $5,983+97.9% |
| Admin fee / account holder | $400 | $8,392-95.2% | $6,294-93.6% | $11,250-96.4% |