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 | $96,202 | $67,894+41.7% | $89,340+7.7% | $82,448+16.7% |
| Participation rate | 73.7% | 64.0%+9.6pp | 69.6%+4.1pp | 68.1%+5.6pp |
| Annual return | 15.04% | 19.21%-4.2pp | 20.57%-5.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,624 | $1,828+43.5% | $2,231+17.6% | $2,551+2.8% |
| Participant deferral / active EE | $6,261 | $3,072+103.8% | $3,823+63.8% | $4,139+51.3% |
| Admin fee / account holder | $27,418 | $5,723+379.1% | $6,704+309.0% | $7,234+279.0% |