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 | $158,811 | $135,956+16.8% | $123,894+28.2% | $273,972-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.76% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,559 | $5,170+26.9% | $4,617+42.1% | $4,869+34.7% |
| Participant deferral / active EE | $6,299 | $6,343-0.7% | $5,984+5.3% | $5,287+19.1% |
| Admin fee / account holder | $918 | $9,817-90.7% | $8,357-89.0% | $10,133-90.9% |