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 | $140,952 | $87,834+60.5% | $133,975+5.2% | $62,881+124.2% |
| Participation rate | 82.8% | 83.4%-0.6pp | 87.1%-4.3pp | 69.3%+13.5pp |
| Annual return | 34.72% | 12.05%+22.7pp | 29.29%+5.4pp | 20.14%+14.6pp |
| Employer contribution / active EE | $8,283 | $3,482+137.8% | $5,211+58.9% | $2,281+263.1% |
| Participant deferral / active EE | $13,216 | $4,812+174.7% | $6,282+110.4% | $3,203+312.6% |
| Admin fee / account holder | $6,080 | $5,372+13.2% | $9,324-34.8% | $4,296+41.5% |