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 | $156,552 | $135,956+15.1% | $123,894+26.4% | $273,972-42.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.85% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,500 | $5,170-51.6% | $4,617-45.8% | $4,869-48.7% |
| Participant deferral / active EE | $5,932 | $6,343-6.5% | $5,984-0.9% | $5,287+12.2% |
| Admin fee / account holder | $707 | $9,817-92.8% | $8,357-91.5% | $10,133-93.0% |