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 | $66,553 | $81,276-18.1% | $155,574-57.2% | $80,925-17.8% |
| Participation rate | 81.1% | 66.2%+14.8pp | 78.2%+2.9pp | 67.7%+13.4pp |
| Annual return | 20.74% | 33.36%-12.6pp | 64.87%-44.1pp | 35.65%-14.9pp |
| Employer contribution / active EE | $3,945 | $3,103+27.1% | $4,676-15.6% | $2,756+43.1% |
| Participant deferral / active EE | $5,487 | $3,453+58.9% | $5,629-2.5% | $4,299+27.6% |
| Admin fee / account holder | $2,325 | $7,993-70.9% | $15,914-85.4% | $6,940-66.5% |