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 | $126,526 | $81,331+55.6% | $155,534-18.7% | $80,935+56.3% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 18.79% | 33.37%-14.6pp | 64.92%-46.1pp | 35.66%-16.9pp |
| Employer contribution / active EE | $4,443 | $3,105+43.1% | $4,675-4.9% | $2,757+61.2% |
| Participant deferral / active EE | $4,980 | $3,454+44.2% | $5,630-11.6% | $4,299+15.8% |
| Admin fee / account holder | $6,527 | $7,999-18.4% | $15,900-59.0% | $6,924-5.7% |