Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,450 | $76,407+9.2% | $150,298-44.5% | $82,448+1.2% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 18.79% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,355 | $2,614-9.9% | $4,154-43.3% | $2,551-7.7% |
| Participant deferral / active EE | $4,489 | $3,214+39.6% | $5,453-17.7% | $4,139+8.4% |
| Admin fee / account holder | $2,069 | $6,352-67.4% | $14,116-85.3% | $7,234-71.4% |