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 | $112,856 | $83,485+35.2% | $125,195-9.9% | $72,976+54.6% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 22.04% | 25.77%-3.7pp | 43.79%-21.8pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,115 | $2,346-52.5% | $3,866-71.2% | $2,440-54.3% |
| Participant deferral / active EE | $6,202 | $3,586+72.9% | $4,937+25.6% | $3,608+71.9% |
| Admin fee / account holder | $2,586 | $5,518-53.1% | $9,704-73.4% | $5,124-49.5% |