Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $196,625 | $106,280+85.0% | $96,538+103.7% | $139,487+41.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 20.63% | 38.48%-17.8pp | 35.74%-15.1pp | 373.84%-353.2pp |
| Employer contribution / active EE | $4,419 | $4,107+7.6% | $3,740+18.1% | $4,755-7.1% |
| Participant deferral / active EE | $12,405 | $5,457+127.3% | $4,880+154.2% | $6,713+84.8% |
| Admin fee / account holder | $1,195 | $7,888-84.9% | $6,737-82.3% | $11,407-89.5% |