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 | $104,189 | $106,749-2.4% | $145,433-28.4% | $82,448+26.4% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 18.86% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,963 | $3,444+15.1% | $4,554-13.0% | $2,551+55.4% |
| Participant deferral / active EE | $10,944 | $6,519+67.9% | $7,897+38.6% | $4,139+164.4% |
| Admin fee / account holder | $1,318 | $8,390-84.3% | $13,129-90.0% | $7,234-81.8% |