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 | $109,683 | $147,594-25.7% | $121,871-10.0% | $198,609-44.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.2%+14.3pp | 82.4%+5.1pp |
| Annual return | 11.23% | 12.94%-1.7pp | 13.57%-2.3pp | 202.70%-191.5pp |
| Employer contribution / active EE | $3,265 | $3,007+8.6% | $2,731+19.5% | $5,055-35.4% |
| Participant deferral / active EE | $3,369 | $5,168-34.8% | $4,318-22.0% | $6,977-51.7% |
| Admin fee / account holder | $5,139 | $15,134-66.0% | $11,551-55.5% | $19,030-73.0% |