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 | $97,914 | $108,825-10.0% | $156,181-37.3% | $82,448+18.8% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 17.57% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,782 | $2,870-3.1% | $4,294-35.2% | $2,551+9.1% |
| Participant deferral / active EE | $5,796 | $4,577+26.6% | $6,132-5.5% | $4,139+40.0% |
| Admin fee / account holder | $1,724 | $9,341-81.5% | $14,586-88.2% | $7,234-76.2% |