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 | $97,294 | $58,851+65.3% | $115,167-15.5% | $72,976+33.3% |
| Participation rate | 85.7% | 65.5%+20.2pp | 75.9%+9.8pp | 69.5%+16.2pp |
| Annual return | 16.47% | 23.16%-6.7pp | 35.60%-19.1pp | 81.02%-64.5pp |
| Employer contribution / active EE | $3,633 | $1,798+102.0% | $3,179+14.3% | $2,440+48.9% |
| Participant deferral / active EE | $5,577 | $2,643+111.0% | $4,169+33.8% | $3,608+54.6% |
| Admin fee / account holder | $9,138 | $6,370+43.5% | $7,089+28.9% | $5,124+78.3% |