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 | $109,686 | $97,648+12.3% | $121,663-9.8% | $87,485+25.4% |
| Participation rate | 88.5% | 70.5%+18.0pp | 74.5%+14.0pp | 68.9%+19.5pp |
| Annual return | 19.07% | 18.03%+1.0pp | 147.54%-128.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $3,551 | $2,300+54.4% | $3,020+17.6% | $2,596+36.8% |
| Participant deferral / active EE | $6,800 | $3,923+73.3% | $4,887+39.1% | $4,274+59.1% |
| Admin fee / account holder | $1,399 | $11,100-87.4% | $14,289-90.2% | $7,775-82.0% |