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 | $165,638 | $215,361-23.1% | $171,082-3.2% | $273,970-39.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.99% | 25.14%-19.1pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,725 | $4,967-25.0% | $4,002-6.9% | $4,869-23.5% |
| Participant deferral / active EE | $4,875 | $5,543-12.1% | $4,797+1.6% | $5,287-7.8% |
| Admin fee / account holder | $1,335 | $10,846-87.7% | $8,520-84.3% | $10,132-86.8% |