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 | $97,373 | $72,492+34.3% | $87,102+11.8% | $72,983+33.4% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 21.43% | 24.46%-3.0pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $3,413 | $1,894+80.2% | $2,521+35.4% | $2,440+39.9% |
| Participant deferral / active EE | $8,330 | $3,270+154.8% | $4,048+105.8% | $3,608+130.9% |
| Admin fee / account holder | $2,453 | $5,055-51.5% | $7,491-67.2% | $5,124-52.1% |