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 | $154,675 | $181,896-15.0% | $156,551-1.2% | $273,972-43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,884 | $6,248+26.2% | $5,501+43.3% | $4,869+61.9% |
| Participant deferral / active EE | $9,027 | $5,550+62.6% | $4,871+85.3% | $5,287+70.7% |
| Admin fee / account holder | $1,902 | $15,560-87.8% | $13,028-85.4% | $10,133-81.2% |