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 | $70,900 | $73,988-4.2% | $96,538-26.6% | $75,177-5.7% |
| Participation rate | 82.6% | 66.4%+16.2pp | 74.3%+8.3pp | 67.2%+15.4pp |
| Annual return | 19.96% | 26.73%-6.8pp | 35.74%-15.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $16,371 | $2,930+458.7% | $3,740+337.7% | $2,671+512.9% |
| Participant deferral / active EE | $2,191 | $3,660-40.2% | $4,880-55.1% | $4,126-46.9% |
| Admin fee / account holder | $4,101 | $5,220-21.4% | $6,737-39.1% | $5,651-27.4% |