Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $97,056 | $72,607+33.7% | $90,259+7.5% | $87,485+10.9% |
| Participation rate | 75.0% | 64.8%+10.2pp | 70.7%+4.3pp | 68.9%+6.1pp |
| Annual return | 27.18% | 18.59%+8.6pp | 18.88%+8.3pp | 26.06%+1.1pp |
| Employer contribution / active EE | $5,674 | $1,919+195.6% | $2,291+147.6% | $2,596+118.5% |
| Participant deferral / active EE | $8,412 | $3,055+175.4% | $3,827+119.8% | $4,274+96.8% |
| Admin fee / account holder | $3,944 | $5,947-33.7% | $7,267-45.7% | $7,775-49.3% |