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 | $71,493 | $51,207+39.6% | $70,565+1.3% | $75,177-4.9% |
| Participation rate | 95.5% | 61.0%+34.5pp | 68.4%+27.1pp | 67.2%+28.2pp |
| Annual return | 21.33% | 30.05%-8.7pp | 32.79%-11.5pp | 160.75%-139.4pp |
| Employer contribution / active EE | $2,334 | $1,826+27.8% | $2,976-21.6% | $2,671-12.6% |
| Participant deferral / active EE | $5,193 | $2,850+82.2% | $4,568+13.7% | $4,126+25.8% |
| Admin fee / account holder | $565 | $4,097-86.2% | $6,430-91.2% | $5,651-90.0% |