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 | $196,138 | $97,125+101.9% | $86,233+127.5% | $137,256+42.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.0%+4.9pp | 80.0%-6.0pp |
| Annual return | 15.49% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $606 | $2,841-78.7% | $2,504-75.8% | $4,156-85.4% |
| Participant deferral / active EE | $5,883 | $5,180+13.6% | $4,559+29.0% | $6,407-8.2% |
| Admin fee / account holder | $5,085 | $9,725-47.7% | $8,342-39.0% | $12,270-58.6% |