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 | $81,635 | $49,249+65.8% | $70,476+15.8% | $79,852+2.2% |
| Participation rate | 92.4% | 69.2%+23.2pp | 75.1%+17.3pp | 69.6%+22.8pp |
| Annual return | 12.26% | 30.09%-17.8pp | 109.12%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,820 | $2,100-13.4% | $2,738-33.5% | $2,471-26.4% |
| Participant deferral / active EE | $2,445 | $2,769-11.7% | $3,710-34.1% | $3,740-34.6% |
| Admin fee / account holder | $2,480 | $2,878-13.8% | $3,847-35.5% | $5,306-53.3% |