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 | $86,263 | $84,236+2.4% | $170,435-49.4% | $70,126+23.0% |
| Participation rate | 76.9% | 70.8%+6.1pp | 83.6%-6.7pp | 69.5%+7.4pp |
| Annual return | 16.51% | 23.06%-6.6pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,714 | $3,387-19.9% | $5,432-50.0% | $2,343+15.8% |
| Participant deferral / active EE | $3,952 | $3,086+28.1% | $4,939-20.0% | $3,332+18.6% |
| Admin fee / account holder | $612 | $5,698-89.3% | $13,881-95.6% | $4,645-86.8% |