Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,908 | $87,106-16.3% | $105,607-31.0% | $80,935-9.9% |
| Participation rate | 85.0% | 70.4%+14.6pp | 75.3%+9.7pp | 67.7%+17.3pp |
| Annual return | 15.44% | 17.01%-1.6pp | 116.11%-100.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,344 | $2,396-2.2% | $3,167-26.0% | $2,757-15.0% |
| Participant deferral / active EE | $6,806 | $3,986+70.7% | $5,011+35.8% | $4,299+58.3% |
| Admin fee / account holder | $5,570 | $8,447-34.1% | $10,958-49.2% | $6,924-19.6% |