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 | $215,591 | $182,442+18.2% | $163,379+32.0% | $138,895+55.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 12.81% | 72.74%-59.9pp | 63.41%-50.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,252 | $4,159-45.9% | $3,752-40.0% | $4,194-46.3% |
| Participant deferral / active EE | $6,525 | $6,817-4.3% | $6,282+3.9% | $6,396+2.0% |
| Admin fee / account holder | $9,060 | $10,396-12.8% | $9,818-7.7% | $12,562-27.9% |