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 | $144,608 | $71,197+103.1% | $93,669+54.4% | $80,925+78.7% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 14.97% | 11.27%+3.7pp | 133.59%-118.6pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,858 | $1,565+82.6% | $2,424+17.9% | $2,756+3.7% |
| Participant deferral / active EE | $4,903 | $4,036+21.5% | $4,416+11.0% | $4,299+14.1% |
| Admin fee / account holder | $3,486 | $6,959-49.9% | $8,291-58.0% | $6,940-49.8% |