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 | $102,119 | $102,245-0.1% | $89,340+14.3% | $137,256-25.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 18.03% | 21.89%-3.9pp | 20.57%-2.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,130 | $2,529+63.3% | $2,231+85.1% | $4,156-0.6% |
| Participant deferral / active EE | $4,466 | $4,436+0.7% | $3,823+16.8% | $6,407-30.3% |
| Admin fee / account holder | $4,612 | $8,085-43.0% | $6,704-31.2% | $12,270-62.4% |