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 | $160,665 | $88,042+82.5% | $138,135+16.3% | $79,856+101.2% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.7%+17.6pp | 69.6%+26.7pp |
| Annual return | 22.41% | 20.58%+1.8pp | 20.51%+1.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $3,637 | $3,103+17.2% | $5,587-34.9% | $2,471+47.2% |
| Participant deferral / active EE | $6,880 | $4,704+46.2% | $6,431+7.0% | $3,741+83.9% |
| Admin fee / account holder | $3,207 | $7,791-58.8% | $11,856-72.9% | $5,306-39.6% |