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 | $104,332 | $101,778+2.5% | $164,975-36.8% | $80,925+28.9% |
| Participation rate | 75.7% | 71.8%+3.8pp | 78.6%-2.9pp | 67.7%+8.0pp |
| Annual return | 19.01% | 16.73%+2.3pp | 70.12%-51.1pp | 35.65%-16.6pp |
| Employer contribution / active EE | $3,272 | $2,954+10.8% | $4,343-24.6% | $2,756+18.7% |
| Participant deferral / active EE | $9,521 | $4,477+112.7% | $6,033+57.8% | $4,299+121.5% |
| Admin fee / account holder | $649 | $8,221-92.1% | $12,688-94.9% | $6,940-90.7% |