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 | $142,577 | $124,425+14.6% | $112,040+27.3% | $137,256+3.9% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.5%+4.5pp | 80.0%+1.0pp |
| Annual return | 16.60% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,122 | $3,411-37.8% | $2,954-28.2% | $4,156-48.9% |
| Participant deferral / active EE | $5,945 | $5,718+4.0% | $5,098+16.6% | $6,407-7.2% |
| Admin fee / account holder | $3,532 | $15,207-76.8% | $12,098-70.8% | $12,270-71.2% |