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 | $208,762 | $162,967+28.1% | $135,792+53.7% | $138,895+50.3% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.6%+14.9pp | 79.9%+7.6pp |
| Annual return | 11.72% | 30.08%-18.4pp | 25.96%-14.2pp | 145.39%-133.7pp |
| Employer contribution / active EE | $5,128 | $4,211+21.8% | $3,496+46.7% | $4,194+22.3% |
| Participant deferral / active EE | $10,129 | $5,640+79.6% | $4,759+112.8% | $6,396+58.4% |
| Admin fee / account holder | $5,232 | $15,306-65.8% | $12,266-57.3% | $12,562-58.4% |