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 | $139,257 | $123,478+12.8% | $216,567-35.7% | $94,015+48.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 81.6%+7.2pp | 70.8%+18.1pp |
| Annual return | 14.35% | 23.61%-9.3pp | 12.94%+1.4pp | 17.84%-3.5pp |
| Employer contribution / active EE | $7,436 | $3,136+137.1% | $5,216+42.6% | $2,790+166.5% |
| Participant deferral / active EE | $6,379 | $4,556+40.0% | $6,191+3.0% | $4,249+50.1% |
| Admin fee / account holder | $8,385 | $12,753-34.2% | $21,981-61.9% | $8,951-6.3% |