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 | $201,022 | $114,712+75.2% | $173,730+15.7% | $87,485+129.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 20.64% | 20.18%+0.5pp | 19.96%+0.7pp | 26.06%-5.4pp |
| Employer contribution / active EE | $3,558 | $2,904+22.5% | $4,577-22.3% | $2,596+37.1% |
| Participant deferral / active EE | $6,145 | $4,642+32.4% | $6,326-2.9% | $4,274+43.8% |
| Admin fee / account holder | $6,642 | $10,210-34.9% | $17,523-62.1% | $7,775-14.6% |