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 | $80,770 | $73,787+9.5% | $98,716-18.2% | $82,448-2.0% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.3%+28.0pp | 68.1%+29.2pp |
| Annual return | 16.07% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,960 | $1,511+95.9% | $2,279+29.9% | $2,551+16.0% |
| Participant deferral / active EE | $2,573 | $3,081-16.5% | $4,048-36.4% | $4,139-37.8% |
| Admin fee / account holder | $5,358 | $6,500-17.6% | $8,703-38.4% | $7,234-25.9% |