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 | $93,346 | $213,785-56.3% | $185,441-49.7% | $155,188-39.8% |
| Participation rate | 94.4% | 83.2%+11.2pp | 80.3%+14.2pp | 80.8%+13.6pp |
| Annual return | 10.55% | 19.97%-9.4pp | 20.16%-9.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $6,562 | $5,393+21.7% | $4,672+40.4% | $4,248+54.5% |
| Participant deferral / active EE | $6,648 | $6,864-3.2% | $6,152+8.1% | $6,531+1.8% |
| Admin fee / account holder | $980 | $21,134-95.4% | $17,890-94.5% | $14,480-93.2% |