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 | $172,449 | $123,155+40.0% | $108,753+58.6% | $155,188+11.1% |
| Participation rate | 95.5% | 75.6%+19.8pp | 71.1%+24.4pp | 80.8%+14.7pp |
| Annual return | 9.65% | 44.73%-35.1pp | 37.47%-27.8pp | 148.84%-139.2pp |
| Employer contribution / active EE | $4,545 | $2,811+61.7% | $2,427+87.3% | $4,248+7.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $963 | $12,126-92.1% | $10,320-90.7% | $14,480-93.4% |