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 | $123,633 | $73,787+67.6% | $98,716+25.2% | $82,448+50.0% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.3%+12.2pp | 68.1%+13.4pp |
| Annual return | 16.54% | 18.57%-2.0pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,166 | $1,511+43.4% | $2,279-4.9% | $2,551-15.1% |
| Participant deferral / active EE | $5,847 | $3,081+89.8% | $4,048+44.5% | $4,139+41.3% |
| Admin fee / account holder | $8,978 | $6,500+38.1% | $8,703+3.2% | $7,234+24.1% |