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 | $238,817 | $136,860+74.5% | $120,344+98.4% | $154,746+54.3% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 11.72% | 21.38%-9.7pp | 20.30%-8.6pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,299 | $3,533-34.9% | $3,020-23.9% | $4,379-47.5% |
| Participant deferral / active EE | $8,675 | $5,793+49.7% | $5,135+68.9% | $6,730+28.9% |
| Admin fee / account holder | $26,388 | $15,393+71.4% | $12,742+107.1% | $14,365+83.7% |