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 | $180,783 | $65,034+178.0% | $90,970+98.7% | $79,856+126.4% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.0%+21.6pp | 69.6%+21.0pp |
| Annual return | 13.98% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,765 | $1,247+201.8% | $2,122+77.4% | $2,471+52.4% |
| Participant deferral / active EE | $3,037 | $2,512+20.9% | $3,373-10.0% | $3,741-18.8% |
| Admin fee / account holder | $3,372 | $4,536-25.7% | $5,961-43.4% | $5,306-36.4% |