Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $108,614 | $78,428+38.5% | $95,960+13.2% | $79,852+36.0% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 17.86% | 19.37%-1.5pp | 91.63%-73.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,545 | $1,945-20.6% | $2,541-39.2% | $2,471-37.5% |
| Participant deferral / active EE | $2,880 | $3,440-16.3% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $4,840 | $5,622-13.9% | $6,797-28.8% | $5,306-8.8% |