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 | $68,260 | $58,851+16.0% | $115,170-40.7% | $72,975-6.5% |
| Participation rate | 88.8% | 65.5%+23.2pp | 75.9%+12.9pp | 69.5%+19.3pp |
| Annual return | 18.63% | 23.16%-4.5pp | 35.60%-17.0pp | 81.01%-62.4pp |
| Employer contribution / active EE | $2,213 | $1,798+23.1% | $3,179-30.4% | $2,440-9.3% |
| Participant deferral / active EE | $1,550 | $2,643-41.4% | $4,169-62.8% | $3,608-57.0% |
| Admin fee / account holder | $3,337 | $6,370-47.6% | $7,089-52.9% | $5,124-34.9% |