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 | $149,395 | $67,606+121.0% | $82,313+81.5% | $70,131+113.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 27.54% | 21.57%+6.0pp | 25.88%+1.7pp | 73.14%-45.6pp |
| Employer contribution / active EE | $10,127 | $1,755+477.1% | $2,428+317.1% | $2,342+332.3% |
| Participant deferral / active EE | $2,179 | $2,987-27.0% | $3,706-41.2% | $3,332-34.6% |
| Admin fee / account holder | $6,135 | $4,512+36.0% | $5,608+9.4% | $4,645+32.1% |