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 | $70,426 | $81,358-13.4% | $155,556-54.7% | $80,959-13.0% |
| Participation rate | 90.6% | 66.3%+24.3pp | 78.2%+12.3pp | 67.7%+22.9pp |
| Annual return | 11.37% | 33.39%-22.0pp | 64.84%-53.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $5,933 | $3,106+91.0% | $4,675+26.9% | $2,757+115.2% |
| Participant deferral / active EE | $5,067 | $3,455+46.6% | $5,631-10.0% | $4,300+17.8% |
| Admin fee / account holder | $6,587 | $7,994-17.6% | $15,885-58.5% | $6,925-4.9% |