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 | $111,814+71.3% | $103,374+85.3% | $145,959+31.2% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 14.23% | 24.77%-10.5pp | 24.89%-10.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $11,752 | $4,214+178.9% | $3,869+203.7% | $4,661+152.2% |
| Participant deferral / active EE | $9,418 | $5,618+67.6% | $5,058+86.2% | $6,689+40.8% |
| Admin fee / account holder | $11,551 | $9,754+18.4% | $8,394+37.6% | $13,398-13.8% |