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 | $107,487 | $136,860-21.5% | $120,344-10.7% | $154,746-30.5% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 13.27% | 21.38%-8.1pp | 20.30%-7.0pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,605 | $3,533-26.3% | $3,020-13.7% | $4,379-40.5% |
| Participant deferral / active EE | $7,292 | $5,793+25.9% | $5,135+42.0% | $6,730+8.3% |
| Admin fee / account holder | $4,610 | $15,393-70.0% | $12,742-63.8% | $14,365-67.9% |