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 | $196,254 | $201,264-2.5% | $184,185+6.6% | $145,978+34.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 16.90% | 29.00%-12.1pp | 28.81%-11.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,216 | $7,021-68.4% | $6,426-65.5% | $4,662-52.5% |
| Participant deferral / active EE | $9,949 | $9,806+1.5% | $9,132+8.9% | $6,690+48.7% |
| Admin fee / account holder | $46,519 | $16,376+184.1% | $13,909+234.5% | $13,400+247.2% |