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 | $228,765 | $112,729+102.9% | $98,716+131.7% | $137,256+66.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 17.27% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,812 | $2,725+3.2% | $2,279+23.4% | $4,156-32.3% |
| Participant deferral / active EE | $10,336 | $4,640+122.7% | $4,048+155.3% | $6,407+61.3% |
| Admin fee / account holder | $7,845 | $10,129-22.5% | $8,703-9.9% | $12,270-36.1% |