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 | $219,536 | $127,387+72.3% | $115,038+90.8% | $125,389+75.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,438 | $5,166-33.5% | $4,608-25.4% | $4,866-29.4% |
| Participant deferral / active EE | $10,063 | $6,423+56.7% | $6,026+67.0% | $5,352+88.0% |
| Admin fee / account holder | $6,880 | $9,516-27.7% | $8,175-15.8% | $9,541-27.9% |