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 | $96,895 | $56,894+70.3% | $84,753+14.3% | $62,881+54.1% |
| Participation rate | 74.3% | 68.5%+5.7pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 4.32% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.8pp |
| Employer contribution / active EE | $3,335 | $2,400+39.0% | $3,574-6.7% | $2,281+46.2% |
| Participant deferral / active EE | $6,225 | $2,709+129.8% | $3,712+67.7% | $3,203+94.3% |
| Admin fee / account holder | $10,363 | $3,581+189.4% | $5,333+94.3% | $4,296+141.2% |