Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,740 | $93,589+55.7% | $135,942+7.2% | $75,181+93.9% |
| Participation rate | 81.1% | 75.2%+5.9pp | 81.9%-0.8pp | 67.2%+13.9pp |
| Annual return | 17.51% | 30.90%-13.4pp | 68.28%-50.8pp | 160.69%-143.2pp |
| Employer contribution / active EE | $3,814 | $3,537+7.8% | $4,858-21.5% | $2,671+42.8% |
| Participant deferral / active EE | $12,605 | $6,405+96.8% | $7,759+62.5% | $4,126+205.5% |
| Admin fee / account holder | $12,454 | $6,977+78.5% | $10,764+15.7% | $5,650+120.4% |