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 | $199,286 | $212,386-6.2% | $199,883-0.3% | $138,895+43.5% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 17.29% | 47.75%-30.5pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,981 | $9,617-27.4% | $9,138-23.6% | $6,396+9.1% |
| Admin fee / account holder | $2,312 | $18,233-87.3% | $17,268-86.6% | $12,562-81.6% |