Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,247 | $106,524+13.8% | $152,301-20.4% | $87,485+38.6% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 29.84% | 26.89%+3.0pp | 80.50%-50.7pp | 26.06%+3.8pp |
| Employer contribution / active EE | $8,869 | $3,371+163.1% | $4,624+91.8% | $2,596+241.6% |
| Participant deferral / active EE | $10,281 | $6,525+57.6% | $8,004+28.5% | $4,274+140.6% |
| Admin fee / account holder | $3,285 | $8,287-60.4% | $14,398-77.2% | $7,775-57.7% |