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 | $145,380 | $97,125+49.7% | $86,233+68.6% | $137,256+5.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 17.28% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,236 | $2,841+13.9% | $2,504+29.2% | $4,156-22.1% |
| Participant deferral / active EE | $7,480 | $5,180+44.4% | $4,559+64.1% | $6,407+16.8% |
| Admin fee / account holder | $4,524 | $9,725-53.5% | $8,342-45.8% | $12,270-63.1% |