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 | $175,444 | $181,896-3.5% | $156,551+12.1% | $273,972-36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.82% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,576 | $6,248-74.8% | $5,501-71.4% | $4,869-67.6% |
| Participant deferral / active EE | $7,270 | $5,550+31.0% | $4,871+49.2% | $5,287+37.5% |
| Admin fee / account holder | $1,177 | $15,560-92.4% | $13,028-91.0% | $10,133-88.4% |