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 | $94,027 | $45,087+108.5% | $69,483+35.3% | $72,976+28.8% |
| Participation rate | 95.7% | 68.5%+27.2pp | 74.6%+21.1pp | 69.5%+26.2pp |
| Annual return | 15.70% | 22.67%-7.0pp | 28.99%-13.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $4,126 | $2,055+100.8% | $2,780+48.4% | $2,440+69.1% |
| Participant deferral / active EE | $1,326 | $2,603-49.0% | $3,537-62.5% | $3,608-63.2% |
| Admin fee / account holder | $13,692 | $3,057+347.9% | $3,841+256.5% | $5,124+167.2% |