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 | $75,249 | $76,551-1.7% | $123,894-39.3% | $62,881+19.7% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 9.60% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,298 | $2,882+49.1% | $4,617-6.9% | $2,281+88.4% |
| Participant deferral / active EE | $6,389 | $4,840+32.0% | $5,984+6.8% | $3,203+99.5% |
| Admin fee / account holder | $4,179 | $4,826-13.4% | $8,357-50.0% | $4,296-2.7% |