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 | $120,765 | $88,707+36.1% | $74,184+62.8% | $273,972-55.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 3.78% | 11.94%-8.2pp | 17.74%-14.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,219 | $3,159+1.9% | $2,370+35.8% | $4,869-33.9% |
| Participant deferral / active EE | $5,515 | $4,212+31.0% | $3,550+55.4% | $5,287+4.3% |
| Admin fee / account holder | $1,837 | $8,717-78.9% | $5,586-67.1% | $10,133-81.9% |