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 | $123,269 | $86,949+41.8% | $102,460+20.3% | $80,959+52.3% |
| Participation rate | 96.3% | 72.4%+24.0pp | 76.5%+19.8pp | 67.7%+28.7pp |
| Annual return | 20.87% | 18.89%+2.0pp | 29.47%-8.6pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,909 | $2,370-19.5% | $3,025-36.9% | $2,757-30.8% |
| Participant deferral / active EE | $9,250 | $4,121+124.5% | $5,056+82.9% | $4,300+115.1% |
| Admin fee / account holder | $15,360 | $8,048+90.9% | $9,460+62.4% | $6,925+121.8% |