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 | $200,030 | $124,425+60.8% | $112,040+78.5% | $137,256+45.7% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 14.91% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,346 | $3,411-60.5% | $2,954-54.4% | $4,156-67.6% |
| Participant deferral / active EE | $4,566 | $5,718-20.2% | $5,098-10.4% | $6,407-28.7% |
| Admin fee / account holder | $87,143 | $15,207+473.1% | $12,098+620.3% | $12,270+610.2% |