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 | $91,590 | $115,931-21.0% | $185,441-50.6% | $86,983+5.3% |
| Participation rate | 93.6% | 73.6%+20.0pp | 80.3%+13.4pp | 69.5%+24.1pp |
| Annual return | 19.08% | 21.47%-2.4pp | 20.16%-1.1pp | 25.83%-6.8pp |
| Employer contribution / active EE | $4,045 | $2,937+37.7% | $4,672-13.4% | $2,584+56.5% |
| Participant deferral / active EE | $2,723 | $4,551-40.2% | $6,152-55.7% | $4,194-35.1% |
| Admin fee / account holder | $13,564 | $10,687+26.9% | $17,890-24.2% | $7,856+72.7% |