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 | $77,819 | $64,359+20.9% | $90,161-13.7% | $70,126+11.0% |
| Participation rate | 80.0% | 70.4%+9.6pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 19.35% | 28.13%-8.8pp | 34.89%-15.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,960 | $2,046-4.2% | $3,318-40.9% | $2,343-16.3% |
| Participant deferral / active EE | $5,492 | $4,389+25.1% | $5,287+3.9% | $3,332+64.8% |
| Admin fee / account holder | $1,083 | $3,945-72.6% | $5,943-81.8% | $4,645-76.7% |