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 | $152,843 | $101,795+50.1% | $165,100-7.4% | $80,959+88.8% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 13.06% | 16.73%-3.7pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,563 | $2,954+20.6% | $4,348-18.0% | $2,757+29.2% |
| Participant deferral / active EE | $7,898 | $4,476+76.5% | $6,035+30.9% | $4,300+83.7% |
| Admin fee / account holder | $1,407 | $8,221-82.9% | $12,696-88.9% | $6,925-79.7% |