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 | $113,258 | $99,345+14.0% | $84,753+33.6% | $273,972-58.7% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 11.26% | 22.93%-11.7pp | 22.78%-11.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $2,099 | $4,214-50.2% | $3,574-41.3% | $4,869-56.9% |
| Participant deferral / active EE | $4,581 | $4,270+7.3% | $3,712+23.4% | $5,287-13.3% |
| Admin fee / account holder | $1,639 | $6,645-75.3% | $5,333-69.3% | $10,133-83.8% |