Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $144,892 | $106,974+35.4% | $90,796+59.6% | $138,895+4.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.5%+5.5pp | 79.9%-4.9pp |
| Annual return | 20.66% | 20.10%+0.6pp | 19.29%+1.4pp | 145.39%-124.7pp |
| Employer contribution / active EE | $7,108 | $2,609+172.5% | $2,294+209.9% | $4,194+69.5% |
| Participant deferral / active EE | $18,059 | $4,455+305.4% | $3,822+372.5% | $6,396+182.3% |
| Admin fee / account holder | $859 | $8,626-90.0% | $7,024-87.8% | $12,562-93.2% |