Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $224,447 | $223,823+0.3% | $211,142+6.3% | $154,746+45.0% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 19.53% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,941 | $6,787-41.9% | $6,442-38.8% | $4,379-10.0% |
| Participant deferral / active EE | $11,200 | $9,750+14.9% | $9,284+20.6% | $6,730+66.4% |
| Admin fee / account holder | $870 | $19,707-95.6% | $19,076-95.4% | $14,365-93.9% |