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 | $156,605 | $86,288+81.5% | $111,306+40.7% | $85,851+82.4% |
| Participation rate | 84.1% | 73.3%+10.8pp | 77.3%+6.8pp | 69.3%+14.8pp |
| Annual return | 15.09% | 19.99%-4.9pp | 54.67%-39.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $3,012 | $2,044+47.4% | $2,732+10.3% | $2,565+17.4% |
| Participant deferral / active EE | $6,273 | $3,641+72.3% | $4,488+39.8% | $3,952+58.7% |
| Admin fee / account holder | $1,339 | $8,189-83.7% | $7,966-83.2% | $6,261-78.6% |