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 | $239,003 | $407,956-41.4% | $299,830-20.3% | $198,609+20.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 78.5%+7.2pp | 82.4%+3.3pp |
| Annual return | 19.40% | 6.66%+12.7pp | 10.58%+8.8pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,750 | $7,661-51.1% | $5,842-35.8% | $5,055-25.8% |
| Participant deferral / active EE | $11,724 | $8,628+35.9% | $7,038+66.6% | $6,977+68.0% |
| Admin fee / account holder | $16,212 | $73,031-77.8% | $50,982-68.2% | $19,030-14.8% |