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 | $68,407 | $65,364+4.7% | $92,909-26.4% | $72,975-6.3% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 22.87% | 42.11%-19.2pp | 109.44%-86.6pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,797 | $2,594+7.8% | $3,653-23.5% | $2,440+14.6% |
| Participant deferral / active EE | $5,797 | $3,128+85.3% | $4,238+36.8% | $3,608+60.7% |
| Admin fee / account holder | $6,513 | $4,251+53.2% | $5,795+12.4% | $5,124+27.1% |