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 | $218,400 | $58,311+274.5% | $81,882+166.7% | $80,959+169.8% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.4%+20.7pp | 67.7%+25.4pp |
| Annual return | 17.75% | 41.85%-24.1pp | 779.47%-761.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,846 | $2,347+21.3% | $2,916-2.4% | $2,757+3.2% |
| Participant deferral / active EE | $6,845 | $3,287+108.2% | $4,323+58.3% | $4,300+59.2% |
| Admin fee / account holder | $6,090 | $4,752+28.1% | $7,360-17.3% | $6,925-12.1% |