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 | $138,269 | $106,524+29.8% | $152,301-9.2% | $87,485+58.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.4%+12.6pp | 68.9%+26.2pp |
| Annual return | 15.47% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,730 | $3,371+10.6% | $4,624-19.3% | $2,596+43.7% |
| Participant deferral / active EE | $7,816 | $6,525+19.8% | $8,004-2.4% | $4,274+82.9% |
| Admin fee / account holder | $11,581 | $8,287+39.7% | $14,398-19.6% | $7,775+48.9% |