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 | $131,268 | $86,938+51.0% | $102,423+28.2% | $80,925+62.2% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.2pp |
| Annual return | 12.46% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,876 | $2,369-20.8% | $3,023-37.9% | $2,756-31.9% |
| Participant deferral / active EE | $10,042 | $4,120+143.7% | $5,054+98.7% | $4,299+133.6% |
| Admin fee / account holder | $4,291 | $8,053-46.7% | $9,455-54.6% | $6,940-38.2% |