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 | $113,998 | $87,733+29.9% | $106,555+7.0% | $85,847+32.8% |
| Participation rate | 75.6% | 71.9%+3.6pp | 76.1%-0.6pp | 69.3%+6.2pp |
| Annual return | 11.79% | 21.86%-10.1pp | 26.80%-15.0pp | 318.61%-306.8pp |
| Employer contribution / active EE | $1,926 | $2,073-7.1% | $2,819-31.7% | $2,565-24.9% |
| Participant deferral / active EE | $4,427 | $3,469+27.6% | $4,399+0.6% | $3,952+12.0% |
| Admin fee / account holder | $3,291 | $6,767-51.4% | $7,408-55.6% | $6,261-47.4% |