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 | $133,858 | $56,110+138.6% | $94,993+40.9% | $70,126+90.9% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.9%+14.4pp | 69.5%+18.7pp |
| Annual return | 19.50% | 51.02%-31.5pp | 27.14%-7.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,041 | $1,442+41.5% | $2,603-21.6% | $2,343-12.9% |
| Participant deferral / active EE | $10,813 | $2,391+352.2% | $3,317+226.0% | $3,332+224.5% |
| Admin fee / account holder | $648 | $3,456-81.2% | $4,960-86.9% | $4,645-86.0% |