Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $102,014 | $81,476+25.2% | $102,383-0.4% | $80,925+26.1% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.7%+4.8pp |
| Annual return | 12.00% | 25.59%-13.6pp | 24.94%-12.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,030 | $3,105-2.4% | $3,870-21.7% | $2,756+9.9% |
| Participant deferral / active EE | $7,261 | $3,871+87.6% | $5,060+43.5% | $4,299+68.9% |
| Admin fee / account holder | $7,846 | $6,717+16.8% | $8,391-6.5% | $6,940+13.1% |