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 | $71,788 | $106,247-32.4% | $96,515-25.6% | $139,466-48.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.02% | 38.47%-22.4pp | 35.73%-19.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,227 | $4,106-21.4% | $3,740-13.7% | $4,754-32.1% |
| Participant deferral / active EE | $4,920 | $5,456-9.8% | $4,880+0.8% | $6,712-26.7% |
| Admin fee / account holder | $5,775 | $7,885-26.8% | $6,735-14.3% | $11,409-49.4% |