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 | $119,557 | $123,793-3.4% | $177,840-32.8% | $79,852+49.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.58% | 22.82%-6.2pp | 48.32%-31.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $4,340 | $4,095+6.0% | $5,919-26.7% | $2,471+75.6% |
| Participant deferral / active EE | $8,650 | $5,956+45.2% | $7,714+12.1% | $3,740+131.3% |
| Admin fee / account holder | $2,256 | $7,243-68.8% | $12,431-81.8% | $5,306-57.5% |