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 | $243,996 | $185,141+31.8% | $153,416+59.0% | $155,188+57.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.66% | 18.72%-3.1pp | 17.84%-2.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,149 | $4,489-74.4% | $3,764-69.5% | $4,248-73.0% |
| Participant deferral / active EE | $6,128 | $5,477+11.9% | $4,723+29.7% | $6,531-6.2% |
| Admin fee / account holder | $2,292 | $16,005-85.7% | $13,095-82.5% | $14,480-84.2% |