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 | $178,520 | $138,393+29.0% | $184,256-3.1% | $80,959+120.5% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.7%+16.9pp |
| Annual return | 15.10% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,743 | $4,847-2.1% | $6,427-26.2% | $2,757+72.0% |
| Participant deferral / active EE | $10,375 | $7,076+46.6% | $9,133+13.6% | $4,300+141.3% |
| Admin fee / account holder | $611 | $10,489-94.2% | $13,899-95.6% | $6,925-91.2% |