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 | $147,091 | $99,994+47.1% | $146,647+0.3% | $85,851+71.3% |
| Participation rate | 86.4% | 73.1%+13.3pp | 80.1%+6.3pp | 69.3%+17.0pp |
| Annual return | 14.11% | 18.93%-4.8pp | 22.75%-8.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $5,435 | $2,559+112.4% | $4,137+31.4% | $2,565+111.8% |
| Participant deferral / active EE | $4,923 | $4,006+22.9% | $5,506-10.6% | $3,952+24.6% |
| Admin fee / account holder | $1,609 | $7,703-79.1% | $10,281-84.4% | $6,261-74.3% |