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 | $79,863 | $49,239+62.2% | $70,462+13.3% | $79,8580% |
| Participation rate | 77.6% | 69.2%+8.4pp | 75.1%+2.5pp | 69.6%+7.9pp |
| Annual return | 12.15% | 30.08%-17.9pp | 109.08%-96.9pp | 31.72%-19.6pp |
| Employer contribution / active EE | $2,098 | $2,100-0.1% | $2,737-23.3% | $2,471-15.1% |
| Participant deferral / active EE | $3,458 | $2,769+24.9% | $3,710-6.8% | $3,740-7.5% |
| Admin fee / account holder | $3,830 | $2,876+33.1% | $3,845-0.4% | $5,306-27.8% |