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 | $226,283 | $201,344+12.4% | $184,243+22.8% | $145,877+55.1% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.63% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,457 | $7,022-8.0% | $6,427+0.5% | $4,663+38.5% |
| Participant deferral / active EE | $14,429 | $9,807+47.1% | $9,132+58.0% | $6,691+115.7% |
| Admin fee / account holder | $14,472 | $16,382-11.7% | $13,914+4.0% | $13,402+8.0% |