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 | $157,063 | $126,661+24.0% | $113,397+38.5% | $138,895+13.1% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 18.55% | 25.05%-6.5pp | 23.20%-4.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,253 | $3,456-5.9% | $2,977+9.3% | $4,194-22.4% |
| Participant deferral / active EE | $8,122 | $5,693+42.7% | $5,076+60.0% | $6,396+27.0% |
| Admin fee / account holder | $28,856 | $14,549+98.3% | $11,957+141.3% | $12,562+129.7% |