Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $148,234 | $106,749+38.9% | $145,433+1.9% | $82,448+79.8% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 17.13% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $12,982 | $3,444+276.9% | $4,554+185.0% | $2,551+408.9% |
| Participant deferral / active EE | $15,463 | $6,519+137.2% | $7,897+95.8% | $4,139+273.6% |
| Admin fee / account holder | $16,817 | $8,390+100.4% | $13,129+28.1% | $7,234+132.5% |