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 | $147,856 | $101,798+45.2% | $165,071-10.4% | $80,935+82.7% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 10.95% | 16.73%-5.8pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $3,331 | $2,954+12.7% | $4,347-23.4% | $2,757+20.8% |
| Participant deferral / active EE | $5,466 | $4,476+22.1% | $6,035-9.4% | $4,299+27.1% |
| Admin fee / account holder | $6,168 | $8,221-25.0% | $12,695-51.4% | $6,924-10.9% |