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 | $186,098 | $101,798+82.8% | $165,071+12.7% | $80,935+129.9% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 13.84% | 16.73%-2.9pp | 70.17%-56.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,500 | $2,954-15.4% | $4,347-42.5% | $2,757-9.3% |
| Participant deferral / active EE | $4,663 | $4,476+4.2% | $6,035-22.7% | $4,299+8.4% |
| Admin fee / account holder | $12,303 | $8,221+49.6% | $12,695-3.1% | $6,924+77.7% |