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 | $124,565 | $77,472+60.8% | $100,415+24.1% | $80,959+53.9% |
| Participation rate | 95.3% | 76.9%+18.4pp | 81.5%+13.8pp | 67.7%+27.7pp |
| Annual return | 16.90% | 37.26%-20.4pp | 49.47%-32.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $4,488 | $2,800+60.3% | $3,943+13.8% | $2,757+62.8% |
| Participant deferral / active EE | $9,136 | $6,818+34.0% | $8,091+12.9% | $4,300+112.4% |
| Admin fee / account holder | $320 | $5,885-94.6% | $7,906-96.0% | $6,925-95.4% |