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 | $170,348 | $95,453+78.5% | $112,040+52.0% | $82,448+106.6% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 21.44% | 23.92%-2.5pp | 24.52%-3.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $8,269 | $2,318+256.8% | $2,954+179.9% | $2,551+224.2% |
| Participant deferral / active EE | $11,977 | $4,224+183.6% | $5,098+134.9% | $4,139+189.3% |
| Admin fee / account holder | $5,550 | $9,013-38.4% | $12,098-54.1% | $7,234-23.3% |