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 | $180,170 | $80,985+122.5% | $96,576+86.6% | $75,181+139.7% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 20.61% | 27.05%-6.4pp | 25.87%-5.3pp | 160.69%-140.1pp |
| Employer contribution / active EE | $12,292 | $2,282+438.5% | $2,965+314.6% | $2,671+360.3% |
| Participant deferral / active EE | $12,217 | $3,929+210.9% | $4,851+151.8% | $4,126+196.1% |
| Admin fee / account holder | $662 | $6,719-90.1% | $8,253-92.0% | $5,650-88.3% |