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 | $100,671 | $126,661-20.5% | $113,397-11.2% | $138,895-27.5% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.5%+10.5pp | 79.9%+7.0pp |
| Annual return | 13.40% | 25.05%-11.6pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,493 | $3,456-27.9% | $2,977-16.2% | $4,194-40.6% |
| Participant deferral / active EE | $3,725 | $5,693-34.6% | $5,076-26.6% | $6,396-41.8% |
| Admin fee / account holder | $1,165 | $14,549-92.0% | $11,957-90.3% | $12,562-90.7% |