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 | $247,122 | $117,895+109.6% | $102,460+141.2% | $145,897+69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.54% | 31.92%-12.4pp | 29.47%-9.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $941 | $3,619-74.0% | $3,025-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $2,394 | $5,736-58.3% | $5,056-52.7% | $6,689-64.2% |
| Admin fee / account holder | $21,831 | $13,353+63.5% | $9,460+130.8% | $13,390+63.0% |