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 | $215,329 | $111,814+92.6% | $103,378+108.3% | $145,978+47.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.22% | 24.80%-9.6pp | 24.91%-9.7pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,641 | $4,215-37.3% | $3,870-31.8% | $4,662-43.3% |
| Participant deferral / active EE | $11,648 | $5,618+107.3% | $5,058+130.3% | $6,690+74.1% |
| Admin fee / account holder | $17,067 | $9,764+74.8% | $8,401+103.2% | $13,400+27.4% |