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 | $104,614 | $72,269+44.8% | $101,271+3.3% | $79,852+31.0% |
| Participation rate | 95.3% | 68.5%+26.9pp | 75.8%+19.5pp | 69.6%+25.7pp |
| Annual return | 11.13% | 22.29%-11.2pp | 46.48%-35.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $3,765 | $2,692+39.9% | $3,660+2.9% | $2,471+52.4% |
| Participant deferral / active EE | $3,010 | $3,282-8.3% | $4,371-31.1% | $3,740-19.5% |
| Admin fee / account holder | $4,090 | $4,401-7.1% | $5,948-31.2% | $5,306-22.9% |