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 | $148,354 | $123,155+20.5% | $108,753+36.4% | $155,188-4.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.68% | 44.73%-29.1pp | 37.47%-21.8pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,729 | $2,811-38.5% | $2,427-28.8% | $4,248-59.3% |
| Participant deferral / active EE | $9,551 | $4,623+106.6% | $4,115+132.1% | $6,531+46.2% |
| Admin fee / account holder | $5,860 | $12,126-51.7% | $10,320-43.2% | $14,480-59.5% |