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 | $87,102 | $67,602+28.8% | $82,312+5.8% | $70,126+24.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 19.68% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,261 | $1,755+28.9% | $2,428-6.9% | $2,343-3.5% |
| Participant deferral / active EE | $4,452 | $2,987+49.0% | $3,706+20.1% | $3,332+33.6% |
| Admin fee / account holder | $830 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |