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 | $215,344 | $136,307+58.0% | $106,619+102.0% | $273,972-21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.24% | 11.05%-7.8pp | 9.42%-6.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $19,672 | $5,190+279.1% | $3,947+398.4% | $4,869+304.0% |
| Participant deferral / active EE | $13,500 | $4,969+171.7% | $3,930+243.5% | $5,287+155.3% |
| Admin fee / account holder | $4,178 | $8,625-51.6% | $6,418-34.9% | $10,133-58.8% |