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 | $151,460 | $83,485+81.4% | $125,195+21.0% | $72,976+107.5% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 24.83% | 25.77%-0.9pp | 43.79%-19.0pp | 81.02%-56.2pp |
| Employer contribution / active EE | $3,405 | $2,346+45.1% | $3,866-11.9% | $2,440+39.5% |
| Participant deferral / active EE | $8,549 | $3,586+138.4% | $4,937+73.1% | $3,608+137.0% |
| Admin fee / account holder | $964 | $5,518-82.5% | $9,704-90.1% | $5,124-81.2% |