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 | $139,579 | $65,685+112.5% | $57,181+144.1% | $273,965-49.1% |
| Participation rate | 82.4% | 78.3%+4.0pp | 75.3%+7.0pp | 83.0%-0.7pp |
| Annual return | 5.51% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $4,027 | $3,279+22.8% | $2,682+50.1% | $4,869-17.3% |
| Participant deferral / active EE | $2,445 | $3,781-35.3% | $3,096-21.0% | $5,287-53.8% |
| Admin fee / account holder | $1,502 | $4,835-68.9% | $3,139-52.2% | $10,132-85.2% |