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 | $102,927 | $81,233+26.7% | $155,567-33.8% | $80,874+27.3% |
| Participation rate | 78.9% | 66.2%+12.7pp | 78.2%+0.8pp | 67.6%+11.3pp |
| Annual return | 12.91% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,351 | $3,101+8.1% | $4,674-28.3% | $2,756+21.6% |
| Participant deferral / active EE | $3,614 | $3,452+4.7% | $5,628-35.8% | $4,297-15.9% |
| Admin fee / account holder | $3,336 | $7,998-58.3% | $15,916-79.0% | $6,935-51.9% |