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 | $191,532 | $110,337+73.6% | $102,383+87.1% | $145,877+31.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 14.23% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $11,752 | $4,216+178.8% | $3,870+203.7% | $4,663+152.0% |
| Participant deferral / active EE | $9,418 | $5,621+67.6% | $5,060+86.1% | $6,691+40.8% |
| Admin fee / account holder | $11,551 | $9,750+18.5% | $8,391+37.7% | $13,402-13.8% |