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 | $64,333 | $93,598-31.3% | $135,974-52.7% | $75,173-14.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.03% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,613 | $3,538+30.4% | $4,859-5.1% | $2,671+72.7% |
| Participant deferral / active EE | $9,758 | $6,405+52.3% | $7,760+25.8% | $4,126+136.5% |
| Admin fee / account holder | $7,637 | $6,978+9.4% | $10,767-29.1% | $5,651+35.2% |