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 | $154,421 | $117,444+31.5% | $99,479+55.2% | $152,909+1.0% |
| Participation rate | 92.3% | 77.5%+14.8pp | 73.8%+18.5pp | 82.5%+9.9pp |
| Annual return | 22.55% | 31.87%-9.3pp | 30.72%-8.2pp | 345.46%-322.9pp |
| Employer contribution / active EE | $6,013 | $3,014+99.5% | $2,540+136.7% | $4,764+26.2% |
| Participant deferral / active EE | $4,590 | $4,086+12.3% | $3,619+26.8% | $5,851-21.6% |
| Admin fee / account holder | $2,581 | $7,635-66.2% | $6,253-58.7% | $11,601-77.7% |