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 | $77,579 | $86,919-10.7% | $102,457-24.3% | $80,911-4.1% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 10.45% | 18.90%-8.4pp | 29.41%-19.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $3,347 | $2,368+41.3% | $3,022+10.7% | $2,756+21.4% |
| Participant deferral / active EE | $5,354 | $4,119+30.0% | $5,054+5.9% | $4,297+24.6% |
| Admin fee / account holder | $3,074 | $8,049-61.8% | $9,451-67.5% | $6,935-55.7% |