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 | $147,954 | $106,280+39.2% | $96,538+53.3% | $139,487+6.1% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 17.37% | 38.48%-21.1pp | 35.74%-18.4pp | 373.84%-356.5pp |
| Employer contribution / active EE | $3,725 | $4,107-9.3% | $3,740-0.4% | $4,755-21.7% |
| Participant deferral / active EE | $6,388 | $5,457+17.1% | $4,880+30.9% | $6,713-4.8% |
| Admin fee / account holder | $2,117 | $7,888-73.2% | $6,737-68.6% | $11,407-81.4% |