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 | $192,976 | $98,240+96.4% | $82,312+134.4% | $147,586+30.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 23.60% | 30.85%-7.3pp | 25.88%-2.3pp | 578.59%-555.0pp |
| Employer contribution / active EE | $1,236 | $3,192-61.3% | $2,428-49.1% | $4,876-74.6% |
| Participant deferral / active EE | $3,791 | $4,383-13.5% | $3,706+2.3% | $5,439-30.3% |
| Admin fee / account holder | $418 | $8,563-95.1% | $5,608-92.5% | $10,886-96.2% |