Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $194,860 | $141,004+38.2% | $112,273+73.6% | $139,466+39.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.05% | 32.75%-13.7pp | 30.23%-11.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,975 | $4,285-53.9% | $3,431-42.4% | $4,754-58.5% |
| Participant deferral / active EE | $2,118 | $5,878-64.0% | $4,800-55.9% | $6,712-68.5% |
| Admin fee / account holder | $1,128 | $9,959-88.7% | $7,752-85.5% | $11,409-90.1% |