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 | $86,922+25.8% | $102,438+6.7% | $80,874+35.2% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.4pp |
| Annual return | 18.97% | 18.90%+0.1pp | 29.37%-10.4pp | 35.62%-16.6pp |
| Employer contribution / active EE | $2,873 | $2,369+21.3% | $3,024-5.0% | $2,756+4.3% |
| Participant deferral / active EE | $5,271 | $4,119+28.0% | $5,054+4.3% | $4,297+22.7% |
| Admin fee / account holder | $4,789 | $8,050-40.5% | $9,448-49.3% | $6,935-30.9% |