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 | $113,791 | $106,749+6.6% | $145,433-21.8% | $82,448+38.0% |
| Participation rate | 85.3% | 75.6%+9.6pp | 82.1%+3.2pp | 68.1%+17.2pp |
| Annual return | 17.73% | 27.59%-9.9pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,755 | $3,444-20.0% | $4,554-39.5% | $2,551+8.0% |
| Participant deferral / active EE | $6,031 | $6,519-7.5% | $7,897-23.6% | $4,139+45.7% |
| Admin fee / account holder | $13,691 | $8,390+63.2% | $13,129+4.3% | $7,234+89.2% |