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 | $244,311 | $184,014+32.8% | $161,149+51.6% | $138,895+75.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.8%+12.8pp | 79.9%+11.7pp |
| Annual return | 16.25% | 21.52%-5.3pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,247 | $6,909+106.2% | $6,153+131.5% | $6,396+122.7% |
| Admin fee / account holder | $4,202 | $18,027-76.7% | $15,194-72.3% | $12,562-66.6% |