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 | $152,270 | $103,393+47.3% | $87,103+74.8% | $152,909-0.4% |
| Participation rate | 78.9% | 79.4%-0.4pp | 76.9%+2.1pp | 82.5%-3.5pp |
| Annual return | 23.32% | 28.10%-4.8pp | 28.19%-4.9pp | 345.46%-322.1pp |
| Employer contribution / active EE | $5,409 | $3,221+67.9% | $2,521+114.5% | $4,764+13.6% |
| Participant deferral / active EE | $6,644 | $4,778+39.0% | $4,049+64.1% | $5,851+13.5% |
| Admin fee / account holder | $818 | $12,195-93.3% | $7,491-89.1% | $11,601-92.9% |