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 | $156,533 | $100,970+55.0% | $96,576+62.1% | $137,256+14.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.24% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,568 | $3,809-6.3% | $3,553+0.4% | $4,156-14.2% |
| Participant deferral / active EE | $7,646 | $8,286-7.7% | $7,956-3.9% | $6,407+19.3% |
| Admin fee / account holder | $2,143 | $11,312-81.1% | $11,381-81.2% | $12,270-82.5% |