Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,508 | $93,617+5.2% | $135,982-27.6% | $75,177+31.0% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 17.25% | 30.89%-13.6pp | 68.32%-51.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $3,657 | $3,538+3.3% | $4,859-24.7% | $2,671+36.9% |
| Participant deferral / active EE | $9,509 | $6,406+48.4% | $7,760+22.5% | $4,126+130.4% |
| Admin fee / account holder | $16,727 | $6,980+139.7% | $10,767+55.4% | $5,651+196.0% |