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 | $109,309 | $86,949+25.7% | $102,460+6.7% | $80,959+35.0% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.7%+20.4pp |
| Annual return | 18.97% | 18.89%+0.1pp | 29.47%-10.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,873 | $2,370+21.3% | $3,025-5.0% | $2,757+4.2% |
| Participant deferral / active EE | $5,271 | $4,121+27.9% | $5,056+4.2% | $4,300+22.6% |
| Admin fee / account holder | $4,789 | $8,048-40.5% | $9,460-49.4% | $6,925-30.8% |