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 | $177,885 | $43,075+313.0% | $74,577+138.5% | $62,881+182.9% |
| Participation rate | 88.0% | 58.1%+29.9pp | 68.1%+19.9pp | 69.3%+18.7pp |
| Annual return | 8.05% | 17.50%-9.5pp | 20.47%-12.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $5,031 | $1,498+235.9% | $2,525+99.2% | $2,281+120.6% |
| Participant deferral / active EE | $4,408 | $2,389+84.5% | $3,458+27.5% | $3,203+37.6% |
| Admin fee / account holder | $5,752 | $2,840+102.6% | $4,138+39.0% | $4,296+33.9% |