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 | $91,408 | $81,358+12.4% | $155,556-41.2% | $80,959+12.9% |
| Participation rate | 88.6% | 66.3%+22.4pp | 78.2%+10.4pp | 67.7%+21.0pp |
| Annual return | 12.99% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,058 | $3,106-33.8% | $4,675-56.0% | $2,757-25.4% |
| Participant deferral / active EE | $3,950 | $3,455+14.3% | $5,631-29.8% | $4,300-8.1% |
| Admin fee / account holder | $528 | $7,994-93.4% | $15,885-96.7% | $6,925-92.4% |