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 | $103,785 | $78,520+32.2% | $96,576+7.5% | $82,448+25.9% |
| Participation rate | 79.5% | 77.7%+1.8pp | 81.4%-2.0pp | 68.1%+11.4pp |
| Annual return | 16.69% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,876 | $2,630+85.4% | $3,553+37.2% | $2,551+91.1% |
| Participant deferral / active EE | $8,238 | $6,754+22.0% | $7,956+3.5% | $4,139+99.0% |
| Admin fee / account holder | $3,510 | $13,455-73.9% | $11,381-69.2% | $7,234-51.5% |