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 | $122,822 | $78,520+56.4% | $96,576+27.2% | $82,448+49.0% |
| Participation rate | 78.1% | 77.7%+0.4pp | 81.4%-3.3pp | 68.1%+10.1pp |
| Annual return | 15.05% | 41.30%-26.3pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $946 | $2,630-64.0% | $3,553-73.4% | $2,551-62.9% |
| Participant deferral / active EE | $9,392 | $6,754+39.1% | $7,956+18.0% | $4,139+126.9% |
| Admin fee / account holder | $3,843 | $13,455-71.4% | $11,381-66.2% | $7,234-46.9% |