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 | $221,712 | $153,769+44.2% | $133,975+65.5% | $273,972-19.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 13.04% | 36.51%-23.5pp | 29.29%-16.3pp | 41.46%-28.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,989 | $6,958+57.9% | $6,282+74.9% | $5,287+107.8% |
| Admin fee / account holder | $1,553 | $11,765-86.8% | $9,324-83.3% | $10,133-84.7% |