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 | $159,056 | $83,485+90.5% | $125,195+27.0% | $72,976+118.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 21.95% | 25.77%-3.8pp | 43.79%-21.8pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,237 | $2,346-4.6% | $3,866-42.1% | $2,440-8.3% |
| Participant deferral / active EE | $4,003 | $3,586+11.6% | $4,937-18.9% | $3,608+11.0% |
| Admin fee / account holder | $866 | $5,518-84.3% | $9,704-91.1% | $5,124-83.1% |