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 | $153,159 | $106,864+43.3% | $147,318+4.0% | $82,637+85.3% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 16.73% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,059 | $3,417-10.5% | $4,593-33.4% | $2,552+19.9% |
| Participant deferral / active EE | $7,326 | $6,496+12.8% | $7,906-7.3% | $4,126+77.6% |
| Admin fee / account holder | $443 | $8,415-94.7% | $13,708-96.8% | $7,339-94.0% |