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 | $81,870 | $108,825-24.8% | $156,181-47.6% | $82,448-0.7% |
| Participation rate | 71.9% | 72.4%-0.5pp | 78.8%-6.9pp | 68.1%+3.8pp |
| Annual return | 13.63% | 20.59%-7.0pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,085 | $2,870-27.3% | $4,294-51.4% | $2,551-18.3% |
| Participant deferral / active EE | $4,290 | $4,577-6.3% | $6,132-30.0% | $4,139+3.6% |
| Admin fee / account holder | $3,738 | $9,341-60.0% | $14,586-74.4% | $7,234-48.3% |