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 | $158,545 | $97,648+62.4% | $121,663+30.3% | $87,485+81.2% |
| Participation rate | 96.6% | 70.5%+26.1pp | 74.5%+22.1pp | 68.9%+27.6pp |
| Annual return | 14.20% | 18.03%-3.8pp | 147.54%-133.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $3,442 | $2,300+49.6% | $3,020+14.0% | $2,596+32.6% |
| Participant deferral / active EE | $4,358 | $3,923+11.1% | $4,887-10.8% | $4,274+2.0% |
| Admin fee / account holder | $21,298 | $11,100+91.9% | $14,289+49.0% | $7,775+173.9% |