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 | $146,919 | $75,541+94.5% | $152,093-3.4% | $82,637+77.8% |
| Participation rate | 83.9% | 66.5%+17.3pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 16.15% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,492 | $2,622+33.2% | $4,175-16.4% | $2,552+36.8% |
| Participant deferral / active EE | $7,156 | $3,206+123.2% | $5,451+31.3% | $4,126+73.4% |
| Admin fee / account holder | $1,776 | $6,405-72.3% | $14,497-87.8% | $7,339-75.8% |