Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $179,808 | $124,425+44.5% | $112,040+60.5% | $137,256+31.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 15.11% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,016 | $3,411-11.6% | $2,954+2.1% | $4,156-27.4% |
| Participant deferral / active EE | $6,216 | $5,718+8.7% | $5,098+21.9% | $6,407-3.0% |
| Admin fee / account holder | $2,226 | $15,207-85.4% | $12,098-81.6% | $12,270-81.9% |