Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,708 | $76,407-12.7% | $150,298-55.6% | $82,448-19.1% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,367 | $2,614+67.1% | $4,154+5.1% | $2,551+71.2% |
| Participant deferral / active EE | $7,278 | $3,214+126.4% | $5,453+33.5% | $4,139+75.8% |
| Admin fee / account holder | $5,346 | $6,352-15.8% | $14,116-62.1% | $7,234-26.1% |