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 | $146,659 | $223,823-34.5% | $211,142-30.5% | $154,746-5.2% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 15.74% | 50.39%-34.7pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $11,649 | $6,787+71.6% | $6,442+80.8% | $4,379+166.0% |
| Participant deferral / active EE | $4,168 | $9,750-57.3% | $9,284-55.1% | $6,730-38.1% |
| Admin fee / account holder | $833 | $19,707-95.8% | $19,076-95.6% | $14,365-94.2% |