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 | $121,207 | $99,345+22.0% | $84,753+43.0% | $273,972-55.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.10% | 22.93%-19.8pp | 22.78%-19.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,942 | $4,214-6.5% | $3,574+10.3% | $4,869-19.0% |
| Participant deferral / active EE | $6,018 | $4,270+40.9% | $3,712+62.1% | $5,287+13.8% |
| Admin fee / account holder | $2,201 | $6,645-66.9% | $5,333-58.7% | $10,133-78.3% |