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 | $77,499 | $69,977+10.7% | $108,582-28.6% | $62,881+23.2% |
| Participation rate | 90.0% | 72.9%+17.1pp | 79.6%+10.4pp | 69.3%+20.7pp |
| Annual return | 7.55% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,107 | $2,135+92.4% | $3,758+9.3% | $2,281+80.1% |
| Participant deferral / active EE | $3,217 | $3,165+1.6% | $4,311-25.4% | $3,203+0.4% |
| Admin fee / account holder | $751 | $5,076-85.2% | $7,645-90.2% | $4,296-82.5% |