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 | $135,687 | $81,457+66.6% | $103,378+31.3% | $80,911+67.7% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 12.54% | 25.58%-13.0pp | 24.91%-12.4pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,856 | $3,107-40.3% | $3,870-52.0% | $2,756-32.7% |
| Participant deferral / active EE | $5,660 | $3,871+46.2% | $5,058+11.9% | $4,297+31.7% |
| Admin fee / account holder | $680 | $6,717-89.9% | $8,401-91.9% | $6,935-90.2% |