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 | $93,400 | $43,333+115.5% | $59,883+56.0% | $64,181+45.5% |
| Participation rate | 85.1% | 69.2%+15.9pp | 74.7%+10.4pp | 69.6%+15.5pp |
| Annual return | 14.02% | -1.55%+15.6pp | 3.46%+10.6pp | 7.63%+6.4pp |
| Employer contribution / active EE | $3,177 | $2,029+56.5% | $2,722+16.7% | $2,381+33.4% |
| Participant deferral / active EE | $4,852 | $2,547+90.5% | $3,402+42.6% | $3,470+39.8% |
| Admin fee / account holder | $1,934 | $3,006-35.7% | $3,591-46.2% | $4,887-60.4% |