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 | $149,313 | $181,896-17.9% | $156,551-4.6% | $273,972-45.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.07% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $9,140 | $6,248+46.3% | $5,501+66.1% | $4,869+87.7% |
| Participant deferral / active EE | $6,035 | $5,550+8.7% | $4,871+23.9% | $5,287+14.2% |
| Admin fee / account holder | $860 | $15,560-94.5% | $13,028-93.4% | $10,133-91.5% |