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 | $174,303 | $86,949+100.5% | $102,460+70.1% | $80,959+115.3% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.7%+17.3pp |
| Annual return | 14.22% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,678 | $2,370-29.2% | $3,025-44.5% | $2,757-39.1% |
| Participant deferral / active EE | $5,779 | $4,121+40.2% | $5,056+14.3% | $4,300+34.4% |
| Admin fee / account holder | $16,522 | $8,048+105.3% | $9,460+74.7% | $6,925+138.6% |