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 | $100,784 | $70,486+43.0% | $100,528+0.3% | $79,852+26.2% |
| Participation rate | 97.4% | 73.6%+23.8pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 12.71% | 21.90%-9.2pp | 30.90%-18.2pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,463 | $2,165+13.8% | $3,419-28.0% | $2,471-0.3% |
| Participant deferral / active EE | $5,047 | $5,182-2.6% | $6,271-19.5% | $3,740+34.9% |
| Admin fee / account holder | $3,846 | $4,480-14.2% | $8,084-52.4% | $5,306-27.5% |