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 | $74,380 | $81,331-8.5% | $155,534-52.2% | $80,935-8.1% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 12.23% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $7,639 | $3,105+146.0% | $4,675+63.4% | $2,757+177.1% |
| Participant deferral / active EE | $4,504 | $3,454+30.4% | $5,630-20.0% | $4,299+4.8% |
| Admin fee / account holder | $6,527 | $7,999-18.4% | $15,900-59.0% | $6,924-5.7% |