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 | $178,955 | $155,555+15.0% | $146,866+21.8% | $155,188+15.3% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 14.56% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $6,807 | $4,647+46.5% | $4,425+53.8% | $4,248+60.3% |
| Participant deferral / active EE | $12,313 | $8,044+53.1% | $7,759+58.7% | $6,531+88.5% |
| Admin fee / account holder | $38,147 | $14,755+158.5% | $13,620+180.1% | $14,480+163.5% |