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 | $75,541+10.5% | $152,093-45.1% | $82,637+1.0% |
| Participation rate | 91.4% | 66.5%+24.9pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 18.79% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,355 | $2,622-10.2% | $4,175-43.6% | $2,552-7.7% |
| Participant deferral / active EE | $4,489 | $3,206+40.0% | $5,451-17.7% | $4,126+8.8% |
| Admin fee / account holder | $2,069 | $6,405-67.7% | $14,497-85.7% | $7,339-71.8% |