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 | $228,592 | $199,109+14.8% | $173,730+31.6% | $154,746+47.7% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 16.26% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $8,352 | $5,311+57.2% | $4,577+82.5% | $4,379+90.7% |
| Participant deferral / active EE | $10,009 | $7,113+40.7% | $6,326+58.2% | $6,730+48.7% |
| Admin fee / account holder | $1,698 | $20,916-91.9% | $17,523-90.3% | $14,365-88.2% |