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 | $222,254 | $103,392+115.0% | $87,104+155.2% | $152,897+45.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 12.73% | 28.10%-15.4pp | 28.19%-15.5pp | 345.43%-332.7pp |
| Employer contribution / active EE | $4,224 | $3,221+31.2% | $2,521+67.5% | $4,764-11.3% |
| Participant deferral / active EE | $6,633 | $4,778+38.8% | $4,048+63.9% | $5,851+13.4% |
| Admin fee / account holder | $5,807 | $12,194-52.4% | $7,491-22.5% | $11,599-49.9% |