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 | $218,802 | $112,729+94.1% | $98,716+121.6% | $137,256+59.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 18.45% | 38.48%-20.0pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,360 | $2,725-50.1% | $2,279-40.3% | $4,156-67.3% |
| Participant deferral / active EE | $10,650 | $4,640+129.5% | $4,048+163.1% | $6,407+66.2% |
| Admin fee / account holder | $7,061 | $10,129-30.3% | $8,703-18.9% | $12,270-42.5% |