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 | $166,671 | $181,896-8.4% | $156,551+6.5% | $273,972-39.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,855 | $6,248-6.3% | $5,501+6.4% | $4,869+20.3% |
| Participant deferral / active EE | $4,921 | $5,550-11.3% | $4,871+1.0% | $5,287-6.9% |
| Admin fee / account holder | $17,223 | $15,560+10.7% | $13,028+32.2% | $10,133+70.0% |