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 | $223,872 | $162,781+37.5% | $133,956+67.1% | $158,931+40.9% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 14.36% | 41.94%-27.6pp | 45.09%-30.7pp | 302.86%-288.5pp |
| Employer contribution / active EE | $4,964 | $4,975-0.2% | $3,919+26.7% | $4,761+4.3% |
| Participant deferral / active EE | $9,973 | $5,911+68.7% | $5,048+97.6% | $5,982+66.7% |
| Admin fee / account holder | $1,843 | $11,736-84.3% | $8,927-79.4% | $11,247-83.6% |