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 | $230,535 | $172,111+33.9% | $150,298+53.4% | $137,256+68.0% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 11.97% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,318 | $4,636-50.0% | $4,154-44.2% | $4,156-44.2% |
| Participant deferral / active EE | $6,676 | $6,166+8.3% | $5,453+22.4% | $6,407+4.2% |
| Admin fee / account holder | $5,829 | $16,471-64.6% | $14,116-58.7% | $12,270-52.5% |