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 | $103,151 | $90,400+14.1% | $186,193-44.6% | $87,485+17.9% |
| Participation rate | 96.7% | 66.2%+30.5pp | 77.1%+19.6pp | 68.9%+27.7pp |
| Annual return | 18.32% | 22.15%-3.8pp | 78.03%-59.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,491 | $2,170-31.3% | $3,918-61.9% | $2,596-42.6% |
| Participant deferral / active EE | $2,351 | $4,330-45.7% | $6,513-63.9% | $4,274-45.0% |
| Admin fee / account holder | $4,887 | $8,673-43.7% | $11,058-55.8% | $7,775-37.1% |