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 | $88,974 | $108,825-18.2% | $156,181-43.0% | $82,448+7.9% |
| Participation rate | 85.0% | 72.4%+12.6pp | 78.8%+6.2pp | 68.1%+16.9pp |
| Annual return | 24.32% | 20.59%+3.7pp | 64.87%-40.6pp | 41.64%-17.3pp |
| Employer contribution / active EE | $4,436 | $2,870+54.6% | $4,294+3.3% | $2,551+73.9% |
| Participant deferral / active EE | $8,546 | $4,577+86.7% | $6,132+39.4% | $4,139+106.5% |
| Admin fee / account holder | $9,738 | $9,341+4.2% | $14,586-33.2% | $7,234+34.6% |