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 | $180,864 | $106,524+69.8% | $152,301+18.8% | $87,485+106.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.4%+10.5pp | 68.9%+24.1pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $5,606 | $3,371+66.3% | $4,624+21.2% | $2,596+115.9% |
| Participant deferral / active EE | $9,973 | $6,525+52.8% | $8,004+24.6% | $4,274+133.4% |
| Admin fee / account holder | $2,643 | $8,287-68.1% | $14,398-81.6% | $7,775-66.0% |