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 | $151,450 | $110,307+37.3% | $96,576+56.8% | $139,456+8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.81% | 26.40%-10.6pp | 25.87%-10.1pp | 373.45%-357.6pp |
| Employer contribution / active EE | $4,335 | $3,619+19.8% | $2,965+46.2% | $4,753-8.8% |
| Participant deferral / active EE | $6,871 | $5,547+23.8% | $4,851+41.6% | $6,711+2.4% |
| Admin fee / account holder | $13,063 | $11,597+12.6% | $8,253+58.3% | $11,407+14.5% |