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 | $164,018 | $76,407+114.7% | $150,298+9.1% | $82,448+98.9% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 18.12% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,526 | $2,614+149.7% | $4,154+57.1% | $2,551+155.8% |
| Participant deferral / active EE | $5,904 | $3,214+83.7% | $5,453+8.3% | $4,139+42.6% |
| Admin fee / account holder | $4,700 | $6,352-26.0% | $14,116-66.7% | $7,234-35.0% |