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 | $148,110 | $91,198+62.4% | $178,503-17.0% | $79,856+85.5% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 19.71% | 24.20%-4.5pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,232 | $3,257+60.7% | $5,011+4.4% | $2,471+111.7% |
| Participant deferral / active EE | $5,646 | $3,237+74.5% | $5,202+8.5% | $3,741+50.9% |
| Admin fee / account holder | $1,498 | $6,748-77.8% | $13,987-89.3% | $5,306-71.8% |