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 | $171,885 | $105,623+62.7% | $87,502+96.4% | $273,972-37.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 7.51% | 12.26%-4.7pp | 12.21%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,389 | $3,141+7.9% | $2,550+32.9% | $4,869-30.4% |
| Participant deferral / active EE | $4,682 | $3,601+30.0% | $3,149+48.7% | $5,287-11.4% |
| Admin fee / account holder | $2,626 | $4,781-45.1% | $4,221-37.8% | $10,133-74.1% |