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 | $212,958 | $124,425+71.2% | $112,040+90.1% | $137,256+55.2% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 14.23% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,955 | $3,411-42.7% | $2,954-33.8% | $4,156-53.0% |
| Participant deferral / active EE | $3,779 | $5,718-33.9% | $5,098-25.9% | $6,407-41.0% |
| Admin fee / account holder | $4,086 | $15,207-73.1% | $12,098-66.2% | $12,270-66.7% |