Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $165,617 | $102,609+61.4% | $98,090+68.8% | $138,895+19.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 17.97% | 36.44%-18.5pp | 37.05%-19.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $8,762 | $3,867+126.6% | $3,606+143.0% | $4,194+108.9% |
| Participant deferral / active EE | $13,936 | $8,167+70.6% | $7,845+77.7% | $6,396+117.9% |
| Admin fee / account holder | $15,362 | $11,434+34.3% | $11,815+30.0% | $12,562+22.3% |