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 | $145,637 | $77,472+88.0% | $100,415+45.0% | $80,959+79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 22.76% | 37.26%-14.5pp | 49.47%-26.7pp | 35.67%-12.9pp |
| Employer contribution / active EE | $4,629 | $2,800+65.3% | $3,943+17.4% | $2,757+67.9% |
| Participant deferral / active EE | $6,960 | $6,818+2.1% | $8,091-14.0% | $4,300+61.8% |
| Admin fee / account holder | $4,868 | $5,885-17.3% | $7,906-38.4% | $6,925-29.7% |