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 | $170,393 | $81,487+109.1% | $102,412+66.4% | $80,935+110.5% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 25.03% | 25.60%-0.6pp | 24.94%+0.1pp | 35.66%-10.6pp |
| Employer contribution / active EE | $2,096 | $3,103-32.4% | $3,870-45.8% | $2,757-24.0% |
| Participant deferral / active EE | $5,971 | $3,871+54.3% | $5,060+18.0% | $4,299+38.9% |
| Admin fee / account holder | $446 | $6,717-93.4% | $8,388-94.7% | $6,924-93.6% |