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 | $147,095 | $78,428+87.6% | $95,960+53.3% | $79,852+84.2% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 12.22% | 19.37%-7.2pp | 91.63%-79.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $6,628 | $1,945+240.7% | $2,541+160.8% | $2,471+168.2% |
| Participant deferral / active EE | $5,528 | $3,440+60.7% | $4,167+32.7% | $3,740+47.8% |
| Admin fee / account holder | $6,853 | $5,622+21.9% | $6,797+0.8% | $5,306+29.1% |