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 | $187,615 | $147,556+27.1% | $129,031+45.4% | $198,609-5.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.24% | 37.41%-22.2pp | 34.67%-19.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $4,157 | $3,645+14.1% | $3,226+28.9% | $5,055-17.8% |
| Participant deferral / active EE | $6,598 | $5,760+14.6% | $5,217+26.5% | $6,977-5.4% |
| Admin fee / account holder | $2,187 | $15,467-85.9% | $13,208-83.4% | $19,030-88.5% |