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 | $103,848 | $100,194+3.6% | $122,979-15.6% | $86,983+19.4% |
| Participation rate | 90.0% | 73.0%+17.0pp | 77.2%+12.8pp | 69.5%+20.5pp |
| Annual return | 20.17% | 16.47%+3.7pp | 20.12%+0.1pp | 25.83%-5.7pp |
| Employer contribution / active EE | $5,118 | $2,326+120.1% | $3,062+67.1% | $2,584+98.0% |
| Participant deferral / active EE | $7,113 | $4,133+72.1% | $5,003+42.2% | $4,194+69.6% |
| Admin fee / account holder | $8,317 | $10,148-18.0% | $12,864-35.3% | $7,856+5.9% |