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 | $77,728 | $77,638+0.1% | $156,551-50.3% | $62,881+23.6% |
| Participation rate | 81.4% | 71.2%+10.2pp | 84.0%-2.6pp | 69.3%+12.1pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,349 | $3,444-2.8% | $5,501-39.1% | $2,281+46.8% |
| Participant deferral / active EE | $4,210 | $3,046+38.2% | $4,871-13.6% | $3,203+31.4% |
| Admin fee / account holder | $7,263 | $5,561+30.6% | $13,028-44.2% | $4,296+69.1% |