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 | $78,448 | $53,128+47.7% | $86,582-9.4% | $70,126+11.9% |
| Participation rate | 85.1% | 65.3%+19.8pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 26.66% | 27.66%-1.0pp | 965.08%-938.4pp | 73.15%-46.5pp |
| Employer contribution / active EE | $1,965 | $2,068-5.0% | $2,839-30.8% | $2,343-16.1% |
| Participant deferral / active EE | $3,671 | $2,695+36.2% | $3,609+1.7% | $3,332+10.2% |
| Admin fee / account holder | $2,417 | $3,584-32.6% | $4,904-50.7% | $4,645-48.0% |