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 | $207,219 | $122,962+68.5% | $71,585+189.5% | $138,895+49.2% |
| Participation rate | 75.0% | 68.9%+6.1pp | 68.2%+6.8pp | 79.9%-4.9pp |
| Annual return | 16.26% | 37.84%-21.6pp | 59.26%-43.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,887 | $2,620+392.0% | $1,669+672.3% | $4,194+207.3% |
| Participant deferral / active EE | $11,459 | $4,311+165.8% | $2,923+292.0% | $6,396+79.2% |
| Admin fee / account holder | $802 | $6,488-87.6% | $4,712-83.0% | $12,562-93.6% |