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 | $163,370 | $77,814+109.9% | $158,223+3.3% | $86,983+87.8% |
| Participation rate | 96.2% | 68.4%+27.7pp | 79.2%+17.0pp | 69.5%+26.6pp |
| Annual return | 14.68% | 30.54%-15.9pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $5,026 | $2,592+93.9% | $4,109+22.3% | $2,584+94.5% |
| Participant deferral / active EE | $7,770 | $3,270+137.6% | $5,467+42.1% | $4,194+85.3% |
| Admin fee / account holder | $5,628 | $5,879-4.3% | $16,047-64.9% | $7,856-28.4% |