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 | $237,036 | $100,970+134.8% | $96,576+145.4% | $137,256+72.7% |
| Participation rate | 81.3% | 82.6%-1.4pp | 81.4%-0.2pp | 80.0%+1.3pp |
| Annual return | 17.34% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,956 | $3,809-48.7% | $3,553-45.0% | $4,156-52.9% |
| Participant deferral / active EE | $6,863 | $8,286-17.2% | $7,956-13.7% | $6,407+7.1% |
| Admin fee / account holder | $11,220 | $11,312-0.8% | $11,381-1.4% | $12,270-8.6% |