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 | $137,082 | $101,778+34.7% | $164,975-16.9% | $80,925+69.4% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | 14.79% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,245 | $2,954+43.7% | $4,343-2.3% | $2,756+54.0% |
| Participant deferral / active EE | $6,914 | $4,477+54.4% | $6,033+14.6% | $4,299+60.8% |
| Admin fee / account holder | $2,369 | $8,221-71.2% | $12,688-81.3% | $6,940-65.9% |