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 | $178,042 | $93,064+91.3% | $74,577+138.7% | $273,970-35.0% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 7.41% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,100 | $3,160+29.7% | $2,525+62.4% | $4,869-15.8% |
| Participant deferral / active EE | $10,039 | $4,160+141.3% | $3,458+190.3% | $5,287+89.9% |
| Admin fee / account holder | $1,581 | $5,273-70.0% | $4,138-61.8% | $10,132-84.4% |