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 | $108,391 | $77,896+39.1% | $134,172-19.2% | $82,448+31.5% |
| Participation rate | 80.0% | 62.8%+17.2pp | 72.5%+7.5pp | 68.1%+11.9pp |
| Annual return | 15.80% | 18.21%-2.4pp | 25.30%-9.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,317 | $2,159+53.6% | $3,420-3.0% | $2,551+30.0% |
| Participant deferral / active EE | $6,200 | $3,162+96.1% | $4,690+32.2% | $4,139+49.8% |
| Admin fee / account holder | $4,128 | $6,336-34.9% | $12,016-65.6% | $7,234-42.9% |