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 | $85,916 | $93,598-8.2% | $135,974-36.8% | $75,173+14.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 26.75% | 30.89%-4.1pp | 68.30%-41.6pp | 160.72%-134.0pp |
| Employer contribution / active EE | $3,179 | $3,538-10.2% | $4,859-34.6% | $2,671+19.0% |
| Participant deferral / active EE | $6,478 | $6,405+1.1% | $7,760-16.5% | $4,126+57.0% |
| Admin fee / account holder | $3,495 | $6,978-49.9% | $10,767-67.5% | $5,651-38.1% |