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 | $99,363 | $81,233+22.3% | $155,567-36.1% | $80,874+22.9% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 12.00% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,086 | $3,101-0.5% | $4,674-34.0% | $2,756+12.0% |
| Participant deferral / active EE | $5,677 | $3,452+64.4% | $5,628+0.9% | $4,297+32.1% |
| Admin fee / account holder | $7,770 | $7,998-2.8% | $15,916-51.2% | $6,935+12.0% |