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 | $128,750 | $52,580+144.9% | $71,671+79.6% | $70,126+83.6% |
| Participation rate | 85.2% | 60.9%+24.3pp | 68.7%+16.4pp | 69.5%+15.6pp |
| Annual return | 15.65% | 20.25%-4.6pp | 20.65%-5.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $4,559 | $1,616+182.1% | $2,460+85.3% | $2,343+94.6% |
| Participant deferral / active EE | $4,785 | $2,386+100.5% | $3,438+39.2% | $3,332+43.6% |
| Admin fee / account holder | $4,267 | $3,653+16.8% | $5,558-23.2% | $4,645-8.2% |