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 | $119,858 | $106,524+12.5% | $152,301-21.3% | $87,485+37.0% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.4%+11.5pp | 68.9%+25.0pp |
| Annual return | 17.81% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $5,377 | $3,371+59.5% | $4,624+16.3% | $2,596+107.1% |
| Participant deferral / active EE | $8,091 | $6,525+24.0% | $8,004+1.1% | $4,274+89.3% |
| Admin fee / account holder | $5,041 | $8,287-39.2% | $14,398-65.0% | $7,775-35.2% |