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 | $221,568 | $135,905+63.0% | $126,068+75.8% | $198,609+11.6% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 12.00% | 14.07%-2.1pp | 15.01%-3.0pp | 202.70%-190.7pp |
| Employer contribution / active EE | $3,347 | $4,245-21.2% | $3,968-15.7% | $5,055-33.8% |
| Participant deferral / active EE | $12,530 | $8,523+47.0% | $8,214+52.5% | $6,977+79.6% |
| Admin fee / account holder | $25,054 | $21,036+19.1% | $18,264+37.2% | $19,030+31.7% |