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 | $147,928 | $110,337+34.1% | $102,383+44.5% | $145,877+1.4% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 10.76% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $20,180 | $4,216+378.7% | $3,870+421.4% | $4,663+332.8% |
| Participant deferral / active EE | $5,125 | $5,621-8.8% | $5,060+1.3% | $6,691-23.4% |
| Admin fee / account holder | $1,062 | $9,750-89.1% | $8,391-87.3% | $13,402-92.1% |