Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $154,613 | $112,729+37.2% | $98,716+56.6% | $137,256+12.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.47% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,551 | $2,725-43.1% | $2,279-32.0% | $4,156-62.7% |
| Participant deferral / active EE | $13,213 | $4,640+184.7% | $4,048+226.4% | $6,407+106.2% |
| Admin fee / account holder | $1,206 | $10,129-88.1% | $8,703-86.1% | $12,270-90.2% |