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 | $100,489 | $106,864-6.0% | $147,318-31.8% | $82,637+21.6% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 17.50% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $3,748 | $3,417+9.7% | $4,593-18.4% | $2,552+46.9% |
| Participant deferral / active EE | $7,321 | $6,496+12.7% | $7,906-7.4% | $4,126+77.4% |
| Admin fee / account holder | $3,145 | $8,415-62.6% | $13,708-77.1% | $7,339-57.2% |