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 | $89,623 | $77,492+15.7% | $100,398-10.7% | $80,911+10.8% |
| Participation rate | 85.4% | 76.9%+8.4pp | 81.5%+3.9pp | 67.6%+17.7pp |
| Annual return | 16.00% | 37.23%-21.2pp | 49.32%-33.3pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,876 | $2,800+2.7% | $3,946-27.1% | $2,756+4.4% |
| Participant deferral / active EE | $7,242 | $6,817+6.2% | $8,084-10.4% | $4,297+68.5% |
| Admin fee / account holder | $368 | $5,892-93.8% | $7,893-95.3% | $6,935-94.7% |