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 | $164,640 | $135,956+21.1% | $123,894+32.9% | $273,972-39.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,890 | $5,170+33.3% | $4,617+49.2% | $4,869+41.5% |
| Participant deferral / active EE | $9,567 | $6,343+50.8% | $5,984+59.9% | $5,287+80.9% |
| Admin fee / account holder | $552 | $9,817-94.4% | $8,357-93.4% | $10,133-94.6% |