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 | $162,375 | $136,860+18.6% | $120,344+34.9% | $154,746+4.9% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 16.82% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.5pp |
| Employer contribution / active EE | $13,444 | $3,533+280.5% | $3,020+345.2% | $4,379+207.0% |
| Participant deferral / active EE | $7,479 | $5,793+29.1% | $5,135+45.6% | $6,730+11.1% |
| Admin fee / account holder | $12,683 | $15,393-17.6% | $12,742-0.5% | $14,365-11.7% |