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 | $195,667 | $100,194+95.3% | $122,979+59.1% | $86,983+124.9% |
| Participation rate | 95.1% | 73.0%+22.2pp | 77.2%+17.9pp | 69.5%+25.6pp |
| Annual return | 12.37% | 16.47%-4.1pp | 20.12%-7.7pp | 25.83%-13.5pp |
| Employer contribution / active EE | $2,604 | $2,326+12.0% | $3,062-15.0% | $2,584+0.7% |
| Participant deferral / active EE | $9,036 | $4,133+118.6% | $5,003+80.6% | $4,194+115.5% |
| Admin fee / account holder | $8,936 | $10,148-11.9% | $12,864-30.5% | $7,856+13.8% |