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 | $63,108 | $77,472-18.5% | $100,392-37.1% | $80,935-22.0% |
| Participation rate | 75.4% | 76.9%-1.5pp | 81.5%-6.1pp | 67.7%+7.8pp |
| Annual return | 15.98% | 37.26%-21.3pp | 49.45%-33.5pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,766 | $2,800+34.5% | $3,941-4.5% | $2,757+36.6% |
| Participant deferral / active EE | $11,067 | $6,818+62.3% | $8,090+36.8% | $4,299+157.4% |
| Admin fee / account holder | $7,098 | $5,885+20.6% | $7,904-10.2% | $6,924+2.5% |