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 | $151,045 | $65,367+131.1% | $92,915+62.6% | $72,976+107.0% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 19.93% | 42.11%-22.2pp | 109.45%-89.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,799 | $2,594-30.6% | $3,653-50.8% | $2,440-26.3% |
| Participant deferral / active EE | $5,964 | $3,128+90.7% | $4,238+40.7% | $3,608+65.3% |
| Admin fee / account holder | $1,251 | $4,251-70.6% | $5,796-78.4% | $5,124-75.6% |