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 | $200,063 | $115,225+73.6% | $100,712+98.6% | $138,895+44.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.52% | 40.35%-27.8pp | 33.27%-20.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,433 | $2,771-12.2% | $2,313+5.2% | $4,194-42.0% |
| Participant deferral / active EE | $4,448 | $4,699-5.3% | $4,085+8.9% | $6,396-30.5% |
| Admin fee / account holder | $1,960 | $10,844-81.9% | $9,256-78.8% | $12,562-84.4% |