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 | $114,272 | $135,956-15.9% | $123,894-7.8% | $273,972-58.3% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,637 | $5,170-29.6% | $4,617-21.2% | $4,869-25.3% |
| Participant deferral / active EE | $5,682 | $6,343-10.4% | $5,984-5.0% | $5,287+7.5% |
| Admin fee / account holder | $797 | $9,817-91.9% | $8,357-90.5% | $10,133-92.1% |