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 | $115,401 | $81,457+41.7% | $103,378+11.6% | $80,911+42.6% |
| Participation rate | 87.9% | 66.8%+21.0pp | 74.5%+13.4pp | 67.6%+20.2pp |
| Annual return | 12.52% | 25.58%-13.1pp | 24.91%-12.4pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,898 | $3,107-6.7% | $3,870-25.1% | $2,756+5.2% |
| Participant deferral / active EE | $5,923 | $3,871+53.0% | $5,058+17.1% | $4,297+37.8% |
| Admin fee / account holder | $1,881 | $6,717-72.0% | $8,401-77.6% | $6,935-72.9% |