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 | $175,734 | $57,352+206.4% | $83,831+109.6% | $64,173+173.8% |
| Participation rate | 87.1% | 68.6%+18.5pp | 76.1%+11.0pp | 69.6%+17.5pp |
| Annual return | 7.59% | 11.38%-3.8pp | 850.99%-843.4pp | 7.63%0pp |
| Employer contribution / active EE | $3,226 | $2,546+26.7% | $3,631-11.2% | $2,381+35.5% |
| Participant deferral / active EE | $5,157 | $2,993+72.3% | $4,082+26.3% | $3,470+48.6% |
| Admin fee / account holder | $4,448 | $4,046+9.9% | $5,479-18.8% | $4,887-9.0% |