Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $235,080 | $184,014+27.8% | $161,149+45.9% | $138,895+69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.71% | 21.52%-7.8pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,366 | $5,055-33.4% | $4,360-22.8% | $4,194-19.7% |
| Participant deferral / active EE | $20,212 | $6,909+192.5% | $6,153+228.5% | $6,396+216.0% |
| Admin fee / account holder | $1,680 | $18,027-90.7% | $15,194-88.9% | $12,562-86.6% |