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 | $235,521 | $181,896+29.5% | $156,551+50.4% | $273,972-14.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 12.30% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $10,973 | $6,248+75.6% | $5,501+99.5% | $4,869+125.4% |
| Participant deferral / active EE | $6,711 | $5,550+20.9% | $4,871+37.8% | $5,287+26.9% |
| Admin fee / account holder | $1,190 | $15,560-92.4% | $13,028-90.9% | $10,133-88.3% |