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 | $150,421 | $201,259-25.3% | $184,200-18.3% | $145,959+3.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 10.23% | 28.98%-18.7pp | 28.80%-18.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,689 | $7,018-47.4% | $6,424-42.6% | $4,661-20.8% |
| Participant deferral / active EE | $7,608 | $9,806-22.4% | $9,132-16.7% | $6,689+13.7% |
| Admin fee / account holder | $1,252 | $16,372-92.4% | $13,907-91.0% | $13,398-90.7% |