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 | $71,040 | $81,504-12.8% | $102,437-30.7% | $80,959-12.3% |
| Participation rate | 88.5% | 66.9%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 10.82% | 25.60%-14.8pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $8,669 | $3,104+179.3% | $3,871+124.0% | $2,757+214.4% |
| Participant deferral / active EE | $2,526 | $3,871-34.7% | $5,060-50.1% | $4,300-41.3% |
| Admin fee / account holder | $3,720 | $6,719-44.6% | $8,388-55.7% | $6,925-46.3% |