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 | $164,489 | $110,307+49.1% | $96,576+70.3% | $139,456+18.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 15.31% | 26.40%-11.1pp | 25.87%-10.6pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,775 | $3,619-23.3% | $2,965-6.4% | $4,753-41.6% |
| Participant deferral / active EE | $10,132 | $5,547+82.6% | $4,851+108.9% | $6,711+51.0% |
| Admin fee / account holder | $21,002 | $11,597+81.1% | $8,253+154.5% | $11,407+84.1% |