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 | $120,953 | $106,524+13.5% | $152,301-20.6% | $87,485+38.3% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 20.70% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $2,211 | $3,371-34.4% | $4,624-52.2% | $2,596-14.9% |
| Participant deferral / active EE | $6,289 | $6,525-3.6% | $8,004-21.4% | $4,274+47.2% |
| Admin fee / account holder | $408 | $8,287-95.1% | $14,398-97.2% | $7,775-94.8% |