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 | $124,912 | $76,642+63.0% | $146,866-14.9% | $65,306+91.3% |
| Participation rate | 94.6% | 61.2%+33.3pp | 82.5%+12.1pp | 57.7%+36.9pp |
| Annual return | 25.35% | 33.40%-8.0pp | 102.85%-77.5pp | 21.94%+3.4pp |
| Employer contribution / active EE | $7,815 | $2,621+198.2% | $4,425+76.6% | $1,967+297.2% |
| Participant deferral / active EE | $13,010 | $4,864+167.5% | $7,759+67.7% | $2,959+339.6% |
| Admin fee / account holder | $1,265 | $3,960-68.1% | $13,620-90.7% | $3,480-63.7% |