Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $180,124 | $106,280+69.5% | $96,538+86.6% | $139,487+29.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.39% | 38.48%-23.1pp | 35.74%-20.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $3,547 | $4,107-13.6% | $3,740-5.2% | $4,755-25.4% |
| Participant deferral / active EE | $9,897 | $5,457+81.4% | $4,880+102.8% | $6,713+47.4% |
| Admin fee / account holder | $2,278 | $7,888-71.1% | $6,737-66.2% | $11,407-80.0% |