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 | $147,203 | $81,358+80.9% | $155,556-5.4% | $80,959+81.8% |
| Participation rate | 82.0% | 66.3%+15.7pp | 78.2%+3.8pp | 67.7%+14.3pp |
| Annual return | 11.10% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $5,116 | $3,106+64.7% | $4,675+9.4% | $2,757+85.6% |
| Participant deferral / active EE | $4,177 | $3,455+20.9% | $5,631-25.8% | $4,300-2.9% |
| Admin fee / account holder | $2,529 | $7,994-68.4% | $15,885-84.1% | $6,925-63.5% |