Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $234,870 | $95,404+146.2% | $113,397+107.1% | $82,637+184.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 15.04% | 19.08%-4.0pp | 23.20%-8.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $810 | $2,307-64.9% | $2,977-72.8% | $2,552-68.2% |
| Participant deferral / active EE | $7,049 | $4,220+67.0% | $5,076+38.8% | $4,126+70.8% |
| Admin fee / account holder | $4,384 | $9,168-52.2% | $11,957-63.3% | $7,339-40.3% |