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 | $202,271 | $107,733+87.8% | $92,985+117.5% | $154,746+30.7% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 13.72% | 30.39%-16.7pp | 27.99%-14.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $11,266 | $3,126+260.3% | $2,662+323.2% | $4,379+157.3% |
| Participant deferral / active EE | $6,690 | $5,053+32.4% | $4,377+52.9% | $6,730-0.6% |
| Admin fee / account holder | $2,242 | $11,369-80.3% | $9,463-76.3% | $14,365-84.4% |