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 | $158,933 | $69,977+127.1% | $108,582+46.4% | $62,881+152.8% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | 7.53% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $5,049 | $2,135+136.5% | $3,758+34.3% | $2,281+121.4% |
| Participant deferral / active EE | $10,929 | $3,165+245.3% | $4,311+153.5% | $3,203+241.2% |
| Admin fee / account holder | $6,150 | $5,076+21.1% | $7,645-19.6% | $4,296+43.2% |