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 | $122,377 | $93,617+30.7% | $135,982-10.0% | $75,177+62.8% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 17.37% | 30.89%-13.5pp | 68.32%-51.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,917 | $3,538-45.8% | $4,859-60.6% | $2,671-28.2% |
| Participant deferral / active EE | $16,862 | $6,406+163.2% | $7,760+117.3% | $4,126+308.6% |
| Admin fee / account holder | $9,852 | $6,980+41.2% | $10,767-8.5% | $5,651+74.3% |