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 | $107,466 | $177,156-39.3% | $147,027-26.9% | $154,746-30.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 16.95% | 21.94%-5.0pp | 20.23%-3.3pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,495 | $4,336-42.5% | $3,626-31.2% | $4,379-43.0% |
| Participant deferral / active EE | $3,786 | $5,797-34.7% | $4,933-23.3% | $6,730-43.8% |
| Admin fee / account holder | $6,649 | $14,904-55.4% | $12,223-45.6% | $14,365-53.7% |