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 | $219,674 | $184,014+19.4% | $161,149+36.3% | $138,895+58.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 16.29% | 21.52%-5.2pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,262 | $5,055-55.2% | $4,360-48.1% | $4,194-46.1% |
| Participant deferral / active EE | $6,194 | $6,909-10.4% | $6,153+0.7% | $6,396-3.2% |
| Admin fee / account holder | $29,805 | $18,027+65.3% | $15,194+96.2% | $12,562+137.3% |