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 | $100,476 | $124,425-19.2% | $112,040-10.3% | $137,256-26.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.19% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,050 | $3,411-39.9% | $2,954-30.6% | $4,156-50.7% |
| Participant deferral / active EE | $7,501 | $5,718+31.2% | $5,098+47.1% | $6,407+17.1% |
| Admin fee / account holder | $1,247 | $15,207-91.8% | $12,098-89.7% | $12,270-89.8% |