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 | $218,241 | $102,245+113.4% | $89,340+144.3% | $137,256+59.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 16.40% | 21.89%-5.5pp | 20.57%-4.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,423 | $2,529-43.7% | $2,231-36.2% | $4,156-65.8% |
| Participant deferral / active EE | $2,051 | $4,436-53.8% | $3,823-46.4% | $6,407-68.0% |
| Admin fee / account holder | $2,958 | $8,085-63.4% | $6,704-55.9% | $12,270-75.9% |