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 | $147,704 | $89,259+65.5% | $107,187+37.8% | $82,637+78.7% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.6pp |
| Annual return | 18.48% | 21.02%-2.5pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,961 | $3,080-3.9% | $3,782-21.7% | $2,552+16.0% |
| Participant deferral / active EE | $9,073 | $4,037+124.7% | $5,096+78.0% | $4,126+119.9% |
| Admin fee / account holder | $917 | $7,381-87.6% | $9,162-90.0% | $7,339-87.5% |