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 | $165,682 | $85,060+94.8% | $70,565+134.8% | $139,487+18.8% |
| Participation rate | 93.3% | 73.9%+19.4pp | 68.4%+25.0pp | 80.3%+13.0pp |
| Annual return | 18.24% | 30.39%-12.2pp | 32.79%-14.6pp | 373.84%-355.6pp |
| Employer contribution / active EE | $4,077 | $3,912+4.2% | $2,976+37.0% | $4,755-14.3% |
| Participant deferral / active EE | $9,853 | $5,891+67.3% | $4,568+115.7% | $6,713+46.8% |
| Admin fee / account holder | $10,054 | $8,932+12.6% | $6,430+56.4% | $11,407-11.9% |