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 | $131,669 | $81,504+61.6% | $102,437+28.5% | $80,959+62.6% |
| Participation rate | 78.8% | 66.9%+11.9pp | 74.5%+4.3pp | 67.7%+11.1pp |
| Annual return | 10.48% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $4,907 | $3,104+58.1% | $3,871+26.8% | $2,757+78.0% |
| Participant deferral / active EE | $8,844 | $3,871+128.5% | $5,060+74.8% | $4,300+105.7% |
| Admin fee / account holder | $12,955 | $6,719+92.8% | $8,388+54.4% | $6,925+87.1% |