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 | $80,519 | $56,894+41.5% | $84,753-5.0% | $62,881+28.0% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 7.01% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,757 | $2,400+14.9% | $3,574-22.9% | $2,281+20.9% |
| Participant deferral / active EE | $5,138 | $2,709+89.7% | $3,712+38.4% | $3,203+60.4% |
| Admin fee / account holder | $500 | $3,581-86.0% | $5,333-90.6% | $4,296-88.4% |