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 | $98,183 | $58,512+67.8% | $84,020+16.9% | $72,983+34.5% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 18.00% | 28.93%-10.9pp | 71.31%-53.3pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,151 | $1,163+84.9% | $1,984+8.4% | $2,440-11.9% |
| Participant deferral / active EE | $6,502 | $2,394+171.6% | $3,239+100.7% | $3,608+80.2% |
| Admin fee / account holder | $9,023 | $4,569+97.5% | $6,101+47.9% | $5,124+76.1% |