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 | $214,344 | $49,025+337.2% | $87,502+145.0% | $62,881+240.9% |
| Participation rate | 92.6% | 64.9%+27.7pp | 73.8%+18.8pp | 69.3%+23.3pp |
| Annual return | 6.54% | 10.02%-3.5pp | 12.21%-5.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $11,064 | $1,372+706.5% | $2,550+333.9% | $2,281+385.1% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,203 | $4,065+52.6% | $4,221+47.0% | $4,296+44.4% |