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 | $249,361 | $135,905+83.5% | $126,068+97.8% | $198,609+25.6% |
| Participation rate | 70.0% | 85.6%-15.6pp | 84.7%-14.7pp | 82.4%-12.4pp |
| Annual return | 17.53% | 14.07%+3.5pp | 15.01%+2.5pp | 202.70%-185.2pp |
| Employer contribution / active EE | $5,567 | $4,245+31.1% | $3,968+40.3% | $5,055+10.1% |
| Participant deferral / active EE | $16,012 | $8,523+87.9% | $8,214+94.9% | $6,977+129.5% |
| Admin fee / account holder | $1,727 | $21,036-91.8% | $18,264-90.5% | $19,030-90.9% |