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 | $146,472 | $81,276+80.2% | $155,574-5.9% | $80,925+81.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 11.51% | 33.36%-21.8pp | 64.87%-53.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $4,357 | $3,103+40.4% | $4,676-6.8% | $2,756+58.1% |
| Participant deferral / active EE | $9,819 | $3,453+184.4% | $5,629+74.4% | $4,299+128.4% |
| Admin fee / account holder | $1,314 | $7,993-83.6% | $15,914-91.7% | $6,940-81.1% |