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 | $235,316 | $124,425+89.1% | $112,040+110.0% | $137,256+71.4% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 14.02% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,877 | $3,411+13.7% | $2,954+31.3% | $4,156-6.7% |
| Participant deferral / active EE | $8,751 | $5,718+53.0% | $5,098+71.7% | $6,407+36.6% |
| Admin fee / account holder | $2,799 | $15,207-81.6% | $12,098-76.9% | $12,270-77.2% |