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 | $103,927 | $76,551+35.8% | $123,894-16.1% | $62,881+65.3% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 28.23% | 18.68%+9.6pp | 47.52%-19.3pp | 20.14%+8.1pp |
| Employer contribution / active EE | $4,328 | $2,882+50.1% | $4,617-6.3% | $2,281+89.7% |
| Participant deferral / active EE | $6,646 | $4,840+37.3% | $5,984+11.1% | $3,203+107.5% |
| Admin fee / account holder | $11,287 | $4,826+133.9% | $8,357+35.1% | $4,296+162.7% |