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 | $97,703 | $52,306+86.8% | $69,779+40.0% | $62,881+55.4% |
| Participation rate | 93.3% | 67.2%+26.0pp | 71.8%+21.4pp | 69.3%+24.0pp |
| Annual return | 8.20% | 13.35%-5.2pp | 12.99%-4.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,064 | $1,799+125.9% | $2,338+73.8% | $2,281+78.2% |
| Participant deferral / active EE | $3,894 | $2,395+62.6% | $2,931+32.9% | $3,203+21.6% |
| Admin fee / account holder | $5,724 | $3,691+55.1% | $4,381+30.7% | $4,296+33.3% |