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 | $92,216 | $64,920+42.0% | $103,693-11.1% | $86,983+6.0% |
| Participation rate | 82.6% | 63.6%+19.0pp | 72.6%+10.0pp | 69.5%+13.1pp |
| Annual return | 15.43% | 30.29%-14.9pp | 47.61%-32.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $2,804 | $2,141+31.0% | $2,920-4.0% | $2,584+8.5% |
| Participant deferral / active EE | $4,171 | $3,241+28.7% | $4,579-8.9% | $4,194-0.5% |
| Admin fee / account holder | $32,059 | $6,191+417.8% | $7,858+308.0% | $7,856+308.1% |