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 | $194,690 | $114,013+70.8% | $103,693+87.8% | $155,188+25.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.0pp | 80.8%+10.9pp |
| Annual return | 13.55% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,691 | $3,131-46.0% | $2,920-42.1% | $4,248-60.2% |
| Participant deferral / active EE | $1,902 | $4,970-61.7% | $4,579-58.5% | $6,531-70.9% |
| Admin fee / account holder | $4,440 | $8,407-47.2% | $7,858-43.5% | $14,480-69.3% |