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 | $153,266 | $73,988+107.1% | $96,538+58.8% | $75,177+103.9% |
| Participation rate | 78.4% | 66.4%+11.9pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 18.16% | 26.73%-8.6pp | 35.74%-17.6pp | 160.75%-142.6pp |
| Employer contribution / active EE | $2,570 | $2,930-12.3% | $3,740-31.3% | $2,671-3.8% |
| Participant deferral / active EE | $5,922 | $3,660+61.8% | $4,880+21.3% | $4,126+43.5% |
| Admin fee / account holder | $894 | $5,220-82.9% | $6,737-86.7% | $5,651-84.2% |