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 | $120,432 | $107,733+11.8% | $92,985+29.5% | $154,746-22.2% |
| Participation rate | 90.0% | 74.6%+15.4pp | 69.5%+20.5pp | 80.7%+9.3pp |
| Annual return | 17.45% | 30.39%-12.9pp | 27.99%-10.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $5,194 | $3,126+66.1% | $2,662+95.1% | $4,379+18.6% |
| Participant deferral / active EE | $7,940 | $5,053+57.1% | $4,377+81.4% | $6,730+18.0% |
| Admin fee / account holder | $2,225 | $11,369-80.4% | $9,463-76.5% | $14,365-84.5% |