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 | $65,632 | $156,398-58.0% | $147,318-55.4% | $138,895-52.7% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 25.10% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $3,398 | $4,853-30.0% | $4,593-26.0% | $4,194-19.0% |
| Participant deferral / active EE | $7,284 | $8,237-11.6% | $7,906-7.9% | $6,396+13.9% |
| Admin fee / account holder | $1,741 | $14,976-88.4% | $13,708-87.3% | $12,562-86.1% |