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 | $76,428 | $67,602+13.1% | $82,312-7.1% | $70,126+9.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 23.50% | 21.57%+1.9pp | 25.88%-2.4pp | 73.15%-49.6pp |
| Employer contribution / active EE | $2,040 | $1,755+16.3% | $2,428-16.0% | $2,343-12.9% |
| Participant deferral / active EE | $2,477 | $2,987-17.1% | $3,706-33.2% | $3,332-25.6% |
| Admin fee / account holder | $1,818 | $4,512-59.7% | $5,608-67.6% | $4,645-60.9% |