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 | $78,588 | $185,312-57.6% | $161,489-51.3% | $154,746-49.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.55% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,744 | $4,769-42.5% | $4,268-35.7% | $4,379-37.3% |
| Participant deferral / active EE | $7,620 | $6,350+20.0% | $5,630+35.3% | $6,730+13.2% |
| Admin fee / account holder | $3,491 | $18,654-81.3% | $16,006-78.2% | $14,365-75.7% |