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 | $92,527 | $106,524-13.1% | $152,301-39.2% | $87,485+5.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 19.81% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,247 | $3,371-33.4% | $4,624-51.4% | $2,596-13.5% |
| Participant deferral / active EE | $3,261 | $6,525-50.0% | $8,004-59.3% | $4,274-23.7% |
| Admin fee / account holder | $3,405 | $8,287-58.9% | $14,398-76.3% | $7,775-56.2% |