Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,584 | $75,541+64.9% | $152,093-18.1% | $82,637+50.8% |
| Participation rate | 80.4% | 66.5%+13.9pp | 77.8%+2.6pp | 68.1%+12.4pp |
| Annual return | 16.99% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $5,607 | $2,622+113.8% | $4,175+34.3% | $2,552+119.7% |
| Participant deferral / active EE | $9,931 | $3,206+209.8% | $5,451+82.2% | $4,126+140.7% |
| Admin fee / account holder | $9,354 | $6,405+46.0% | $14,497-35.5% | $7,339+27.5% |