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 | $169,021 | $124,980+35.2% | $108,359+56.0% | $154,746+9.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 14.04% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,335 | $2,851-18.1% | $2,399-2.7% | $4,379-46.7% |
| Participant deferral / active EE | $6,210 | $4,743+30.9% | $4,137+50.1% | $6,730-7.7% |
| Admin fee / account holder | $2,482 | $11,502-78.4% | $9,741-74.5% | $14,365-82.7% |